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| Fenway Financial Advisors LLC
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|
|---|---|
| CRD # | 139775 |
| SEC # | 801-117969 |
| CIK # | |
| AUM | $247.7 M (2026-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-704-7805 |
| Address | 1201 Wilson Blvd Arlington, VA 22209 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 12.6 |
| (b) Individuals (high net worth individuals) | 69 | 234.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 1 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 396 | 247.7 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 396 | 247.7 |
| Total | 396 | 247.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 247.7 | |
| Total | 396 | 247.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Clarity Asset Management Inc
✚
|
IA | 0.3 |
|
Center for Asset Management LLC
✚
|
FL | 0.3 |
|
Entelechy LLC
✚
|
0.3 | |
|
Maguire Investments LLC
✚
|
PA | 0.3 |
|
Murphy Wealth Management Group Inc
✚
|
NY | 0.3 |
|
Abundant Wealth Management LLC
✚
|
CT | 0.2 |
|
Treasure Coast Financial Planning Inc
✚
|
FL | 0.2 |
|
Rolek Wealth Management LLC
✚
|
PA | 0.2 |
|
Orcam Financial Group LLC
✚
|
0.2 | |
|
Strategic Wealth Capital LLC
✚
|
CA | 0.2 |