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GREENWAY FINANCIAL, LLC
CRD 288864 · SEC 801-132476
31731 NORTHWESTERN HIGHWAY, SUITE 156W, FARMINGTON HILLS, MI, 48334, United States
Phone
248-851-2727
Fax
844-200-8349
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$151.4M
Discretionary AUM
$135.1M
Team
4 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 203 | $71.0M |
| High net worth individuals | 36 | $64.7M |
| Pension/profit sharing plans | 5 | $15.7M |
States served
MI
All web addresses on file
Official SEC filing: View on IAPD