F
CRD: 324454
Flyway Financial
Steele, ND
7014281068
$7.9M Total AUM
$7.9M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-21-2023
- Office Locations
- 1
Office Locations
-- Steele ND
About Flyway Financial
Flyway Financial is a Steele-based RIA. The firm has been operating for 3 years. Managing $7.9M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Truist Bank. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$7.9M AVG AUM / ADVISOR
$283.6K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Element oak Legacy radial
Investment Themes
Ridge Wave vector Legacy Unison vital
Investment Vehicles
Fusion oak
Services
Delta vital Peak peak Harbor Value signal Oak
Owner & Executives
Jennifer Elizabeth Liebert
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6761635
- Ownership
- 75% or more
(924) 362-4294
ember.momentum@pioneercapital.com
in linkedin.com/in/delta-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $7,939,965 | -- |
| Non-Discretionary | $0 | -- |
| Total | $7,939,965 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,939,965
Equity - Exchange:
34.1% Public Funds:
22.5% Cash:
43.4% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,959,450,551 | 34.1% |
| Public Funds | $1,292,892,593 | 22.5% |
| Cash | $2,493,846,156 | 43.4% |
| Total | $5,746,189,300 | 100.0% |