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FENWICK INVESTMENTS, LLC
CRD 167342
35 RAILROAD ROW, 4TH FLOOR, WHITE RIVER JUNCTION, VT, 05001, United States
Phone
800-678-4015
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$15.4M
Discretionary AUM
$15.4M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; SELECTION OF OTHER ADVISERS/SOLICITOR FEES
Org form
Limited Liability Company
Filing date
2026-03-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 35 | $4.0M |
| High net worth individuals | 4 | $9.4M |
| Pension/profit sharing plans | 6 | $2.0M |
All web addresses on file
Official SEC filing: View on IAPD