108 Airport Road - Suite 103
Westerly, Rhode Island 02891
Tel: 212-698-9400
FENWAY PARTNERS, LLC, formally registered with the SEC as FENWAY PARTNERS, LLC. The firm was established in 08/01/2023. They have over 1 offices throughout the country.
FENWAY PARTNERS, LLC is a Westerly, Rhode Island based Financial Planning firm with nearly $414,000,000 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 160630 |
SEC# | 801-128465 |
Assets Managed by Firm | $414,000,000 |
No. of Clients | 3 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 3 | $414,000,000 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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