FENWAY FINANCIAL ADVISORS, LLC

1201 Wilson Blvd.
27th Floor
Arlington, Virginia 22209
Tel: 617-704-7805

About FENWAY FINANCIAL ADVISORS, LLC

FENWAY FINANCIAL ADVISORS, LLC, formally registered with the SEC as FENWAY FINANCIAL ADVISORS, LLC. The firm was established in 01/21/2020. They have over 2 offices throughout the country.

FENWAY FINANCIAL ADVISORS, LLC is a Arlington, Virginia based Financial Planning firm with nearly $236,533,282 assets under management, offering retirement planning & investment advisory services to 377 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	139775
SEC#	801-117969
Assets Managed by Firm	$236,533,282
No. of Clients	377
No. of Advisors	2

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	377	$236,533,282
Individuals (other than high net worth individuals)	29	$13,512,430
High net worth individuals	66	$222,146,901
Charitable organizations	Fewer than 5 clients	$744,625
Corporations or other businesses	Fewer than 5 clients	$129,326

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