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Fenway Financial Advisors, LLC

CRD 139775SEC# 801-117969Arlington, VA
Export (members)
No longer SEC-registered. Fenway Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$236.5M
Employees
2
Accounts
377
Location
Arlington, VA

Fenway Financial Advisors, LLC assets under management

Fenway Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Arlington, VA. It reports $236.5 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Fenway Financial Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Stephen Michael Wintermeier ControlManaging Principal, Chief Compliance OfficerOver 75%2006

Frequently asked questions

How much does Fenway Financial Advisors, LLC manage?

Fenway Financial Advisors, LLC reports $236.5 million in regulatory assets under management on its Form ADV.

How many employees does Fenway Financial Advisors, LLC have?

Fenway Financial Advisors, LLC reports 2 employees.

Where is Fenway Financial Advisors, LLC located?

Fenway Financial Advisors, LLC is based in Arlington, VA.

Does Fenway Financial Advisors, LLC disclose fund performance?

Fenway Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1201 Wilson Blvd., 25th Floor, Arlington, VA 22209
Office hours9 a.m.:00 -5:00 p.m.
Discloses disciplinary historyYes

Assets under management

Discretionary—
Non-discretionary$236.5M
Total (RAUM)$236.5M