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Building 2FENWAY FINANCIAL ADVISORS, LLC

Map pinARLINGTON, VA
Phone617-704-7805
NotebookSEC #801-117969
Total AUM
$247.7M
Employees
2
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1201 WILSON BLVD.
25TH FLOOR
ARLINGTON
VA 22209
United States
Operating Hours
9 AM:00 -5:00 PM
Monday - Friday
Phone
617-704-7805
Other Offices
1

ReceiptFinancials

Total AUM
$247.7M
Accounts
396
Discretionary
$0
Accounts
0
Non-Discretionary
$247.7M
Accounts
396

ContactClients

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Individual Clients
22
AUM
$12.6M
HNW Individual Clients
69
AUM
$234.2M
Charitable Organization Clients
1
AUM
$811.9K
Corporation or Business Clients
1
AUM
$93.1K

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures
Other Regulator Cause of Denial/SuspensionOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
MANHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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