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Building 2GREENWAY FINANCIAL, LLC

Map pinFARMINGTON HILLS, MI
Phone248-851-2727
NotebookSEC #801-132476
Total AUM
$151.4M
Employees
4
Clients
244

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
31731 NORTHWESTERN HIGHWAY
SUITE 156W
FARMINGTON HILLS
MI 48334
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
248-851-2727

ReceiptFinancials

Total AUM
$151.4M
Accounts
476
Discretionary
$135.1M
Accounts
460
Non-Discretionary
$16.2M
Accounts
16

ContactClients

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Individual Clients
203
AUM
$71M
HNW Individual Clients
36
AUM
$64.7M
Pension/Profit Sharing Plan Clients
5
AUM
$15.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MI

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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