Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > virginia > arlington > FENWAY FINANCIAL ADVISORS, LLC
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 |
More Retirement Planning firms in Arlington, Virginia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $45,003,485,534 | 354 | 181 | |
| $32,231,415,180 | 53 | 47 | |
| $26,988,658,396 | 84 | 99 | |
| $24,381,015,458 | 94 | 27 | |
| $20,812,400,000 | 4775 | 68 |
Explore More Retirement Advisors in Arlington, Virginia