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Greenway Financial, LLC

● SEC registered since 2025CRD 288864SEC# 801-132476Farmington Hills, MI
Export (members)
Reg. AUM
$137.8M
Employees
3
Accounts
227
Location
Farmington Hills, MI

Greenway Financial, LLC assets under management

Greenway Financial, LLC is an SEC-registered investment adviser based in Farmington Hills, MI. The firm has been registered since 2025. It reports $137.8 million in regulatory assets under management and employs 3 people.
www.facebook.com/investingreenwayView on SEC.gov ↗

Greenway Financial, LLC owners & executives

2 reported
NameTitleOwnershipSince
Jon David Rothenberg ControlMember50-75%2017
Kevin Bryan Chupack ControlManaging Member/Cco50-75%2017

Frequently asked questions

How much does Greenway Financial, LLC manage?

Greenway Financial, LLC reports $137.8 million in regulatory assets under management on its Form ADV.

How many employees does Greenway Financial, LLC have?

Greenway Financial, LLC reports 3 employees.

Where is Greenway Financial, LLC located?

Greenway Financial, LLC is based in Farmington Hills, MI and has been SEC-registered since 2025.

Does Greenway Financial, LLC disclose fund performance?

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

Contact & registration

Address31731 Northwestern Highway, Suite 156w, Farmington Hills, MI 48334
Phone248-851-2727
Fax844-200-8349
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$117.5M
Non-discretionary$20.2M
Total (RAUM)$137.8M