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Home > Retirement Planners > michigan > kalamazoo > GASAWAY INVESTMENT ADVISORS, INC.
GASAWAY INVESTMENT ADVISORS, INC.
7110 Stadium Drive
Kalamazoo, Michigan 49009
Tel: (269) 324-0080
About GASAWAY INVESTMENT ADVISORS, INC.
GASAWAY INVESTMENT ADVISORS, INC, formally registered with the SEC as GASAWAY INVESTMENT ADVISORS, INC. The firm was established in 05/03/2021. They have over 2 offices throughout the country.
GASAWAY INVESTMENT ADVISORS, INC. is a Kalamazoo, Michigan based Financial Planning firm with nearly $160,032,039 assets under management, offering retirement planning & investment advisory services to 744 clients. The firm is staffed with 10 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123807 |
| SEC# | 801-121052 |
| Assets Managed by Firm | $160,032,039 |
| No. of Clients | 744 |
| No. of Advisors | 10 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 744 | $160,032,039 |
| Individuals (other than high net worth individuals) | 375 | $59,400,579 |
| High net worth individuals | 15 | $28,845,804 |
| Pension and profit sharing plans | 73 | $71,434,863 |
| Corporations or other businesses | Fewer than 5 clients | $350,793 |
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|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
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