Adviser Profile
| As of Date | 04/23/2025 |
| Registration status | Registration Changed to GREENWAY FINANCIAL, LLC |
| ADV Location | FARMINGTON HILLS, MI, United States |
| Contact Info | 248 xxxxxxx |
| Websites |
| AUM* | 137,751,384 18% |
| of that, discretionary | 117,511,555 20% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 606,834 128% |
| % High Net Worth | 14.89% -19% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds