Greenway Family Office, LLC

Greenway Family Office, LLC (CRD# 153070) is a financial advisory firm headquartered in Saint Louis, MO. They manage $335,744,393 in 595 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    336
    MILLION
  • Total Number of Accounts
    595
    ACCOUNTS
  • Average Account Value
    $564,276
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, IN, MO, TX

Financial Advisors at Greenway Family Office, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Robert C. Chorlins
CRD#: 5115125
130 South Bemiston, Suite 302, Saint Louis, MO 63105
96
Wealthminder
score

Robert Chorlins (CRD# 5115125) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 11 years of experience in the finance industry. Robert Chorlins has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Joan D. Malloy
CRD#: 1988029
130 South Bemiston, Suite 302, Saint Louis, MO 63105
96
Wealthminder
score

Joan Malloy (CRD# 1988029) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 19 years of experience in the finance industry. Joan Malloy has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Christina L. Conners
CRD#: 4623436
130 South Bemiston, Suite 302, Saint Louis, MO 63105
93
Wealthminder
score

Christina Conners (CRD# 4623436) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 7 years of experience in the finance industry.

4
Katherine M. Awbrey
CRD#: 5932841
130 South Bemiston, Suite 302, Saint Louis, MO 63105
90
Wealthminder
score

Katherine Awbrey (CRD# 5932841) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 5 years of experience in the finance industry.

5
Aaron Ziska
CRD#: 6440978
130 South Bemiston, Suite 302, Saint Louis, MO 63105
88
Wealthminder
score

Aaron Ziska (CRD# 6440978) is an Investment Advisor Representative working at Greenway Family Office, LLC in Saint Louis, MO and has over 2 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.