Greenway Financial Advisors LLC
Greenway Financial Advisors LLC (CRD# 168353) is a financial advisory firm headquartered in Burlington, MA. They manage $71,144,905 in 237 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management71MILLION
-
Total Number of Accounts237ACCOUNTS
-
Average Account Value$300,189
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, MA, NH
Financial Advisors at Greenway Financial Advisors LLC
1
Dennis O'leary (CRD# 5067051) is an Investment Advisor Representative working at Greenway Financial Advisors LLC in Boston, MA and has 1 year of experience in the finance industry.
2
Brendan O'rourke (CRD# 6635708) is an Investment Advisor Representative working at Greenway Financial Advisors LLC in Watertown, MA and has over 9 years of experience in the finance industry.
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