|
⚲
|
| Keyboard |
| Fenway Financial Advisors LLC
✚
|
|
|---|---|
| CRD # | 139775 |
| SEC # | 801-117969 |
| CIK # | |
| AUM | 247.7 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 617-704-7805 |
| Address | 1201 Wilson Blvd Arlington, VA 22209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 12.6 |
| (b) Individuals (high net worth individuals) | 69 | 234.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 247.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 396 | 247.7 |
| Total | 396 | 247.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.7 | |
| Total | 396 | 247.7 |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Clarity Asset Management Inc
✚
|
IA | 257.4 M |
|
Center for Asset Management LLC
✚
|
FL | 257.1 M |
|
Entelechy LLC
✚
|
253.3 M | |
|
Maguire Investments LLC
✚
|
PA | 253.2 M |
|
Murphy Wealth Management Group Inc
✚
|
NY | 251.9 M |
|
Abundant Wealth Management LLC
✚
|
CT | 243.8 M |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 241.5 M |
|
Rolek Wealth Management LLC
✚
|
PA | 239.2 M |
|
Orcam Financial Group LLC
✚
|
238.9 M | |
|
Strategic Wealth Capital LLC
✚
|
CA | 238.4 M |