|
⚲
|
| Keyboard |
| Greenway Financial LLC
✚
|
|
|---|---|
| CRD # | 288864 |
| SEC # | 801-132476 |
| CIK # | |
| AUM | 151.4 M (2026-02-26) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 248-851-2727 |
| Address | 31731 Northwestern Highway Farmington Hills, MI 48334 |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 203 | 71.0 |
| (b) Individuals (high net worth individuals) | 36 | 64.7 |
| (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 | 5 | 15.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 476 | 151.4 |
| By Discretionary | ||
| Discretionary | 460 | 135.1 |
| Non-Discretionary | 16 | 16.2 |
| Total | 476 | 151.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 151.4 | |
| Total | 476 | 151.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bartley Financial Advisors LLC
✚
|
NH | 151.6 M |
|
Bright Investments LLC
✚
|
AL | 151.5 M |
|
Cramer & Rauchegger Inc
✚
|
FL | 151.4 M |
|
Skyliner Wealth LLC
✚
|
OR | 151.4 M |
|
Redwood Grove Wealth Management LLC
✚
|
CA | 151.3 M |
|
Convexitas LLC
✚
|
IL | 151.3 M |
|
Sunrise Financial Services LLC
✚
|
WA | 151.2 M |
|
Outbound Financial Inc
✚
|
CO | 151.2 M |
|
Horizons Sustainable Financial Services Inc
✚
|
NM | 151.2 M |
|
Omicron Advisors LLC
✚
|
PA | 151.2 M |