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GREENWAY FINANCIAL ADVISORS LLC
CRD 168353
2 BURLINGTON WOODS DRIVE, SUITE 100, BURLINGTON, MA, 01803, United States
Phone
339-234-9098
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.1M
Discretionary AUM
$107.1M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 44 | $16.5M |
| High net worth individuals | 33 | $86.5M |
All web addresses on file
Official SEC filing: View on IAPD