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Gasaway Investment Advisors, Inc. (Portage)


Gasaway Investment Advisors, Inc. is an adviser based in Portage. It manages $79.29 million of regulatory assets for 663 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Texas.

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Gasaway Investment Advisors provides portfolio management for individuals and small businesses and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm also engages as third party administration of retirement plans.

Gasaway Investment Advisors: assets under management

The assets under management (AUM) of Gasaway Investment Advisors, Inc. is $79.29 million. The firm's AUM has grown by 1% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $66.19 million in discretionary accounts and $13.11 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $120.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $117.03 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Gasaway Investment Advisors, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Portage

The principal office where Gasaway Investment Advisors, Inc. performs its advisory services is located at 515 East Centre Avenue, Portage, MI 49002, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 269-324-0080 or by fax 269-324-3834. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.gasawayassociates.com.


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