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Greenway Financial, LLC

Headquartered in FARMINGTON HILLS, MI

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Firm Information

Greenway Financial, LLC is an investment advisor headquartered in [redacted]. The firm offers a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. Greenway Financial manages approximately $117,126,268 in assets for 441 clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth individuals.

Greenway Financial, LLC

$117.13M

Assets Under Management

1

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GREENWAY FINANCIAL, LLC has a total of 1 branch locations across the country.
location

FARMINGTON HILLS, MI

Advisors at Greenway Financial, LLC

View All 3 Advisors
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Jon David Rothenberg

RA

FARMINGTON HILLS, MI

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Kevin Bryan Chupack

RA

FARMINGTON HILLS, MI

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Kyle Logan Otis

RA

FARMINGTON HILLS, MI

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Disclosures

There are no public disclosures for Greenway Financial, LLC.

Frequently Asked Questions (5)

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