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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Fenway Financial Advisors LLC
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|---|---|
| CRD # | 139775 |
| SEC # | 801-117969 |
| CIK # | |
| AUM | $236.5 M (2025-07-15) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 617-704-7805 |
| Address | 1201 Wilson Blvd Arlington, VA 22209 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 29 | 13.5 |
| (b) Individuals (high net worth individuals) | 66 | 222.1 |
| (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 | 0 | 0.7 |
| (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 | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 377 | 236.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 377 | 236.5 |
| Total | 377 | 236.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.0 | |
| United States Persons | 233.6 | |
| Total | 377 | 236.5 |
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|---|---|---|
|
CornerStone Wealth LLC
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TN | 0.2 |
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OH | 0.2 |
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Valuewealth Services LLC
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MD | 0.2 |
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OR | 0.2 |
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Luken Investment Analytics LLC
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|
Vivid Wealth Management LLC
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IA | 0.2 |
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Sage Stone Wealth Management LLC
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CA | 0.2 |
|
Center for Asset Management LLC
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FL | 0.2 |
|
Nestegg Advisors Inc
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NY | 0.2 |