Fenway Financial Advisors, LLC
Fenway Financial Advisors, LLC (CRD# 139775) is a financial advisory firm headquartered in Arlington, VA. They manage $184,885,442 in 385 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Fenway Financial Advisors, LLC
By the Numbers
-
Total Assets Under Management185MILLION
-
Total Number of Accounts385ACCOUNTS
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Average Account Value$480,222
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH, NY, TX, VA
Financial Advisors at Fenway Financial Advisors, LLC
1
Carolyn Catlin (CRD# 1567755) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Arlington, VA and has over 19 years of experience in the finance industry.
2
Stephen Wintermeier (CRD# 4860355) is an Investment Advisor Representative working at Fenway Financial Advisors, LLC in Arlington, VA and has over 19 years of experience in the finance industry.
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