Overview
Assets Under Management: $403 million
Headquarters: ST LOUIS, MO
High-Net-Worth Clients: 32
Average Client Assets: $12.1 million
Frequently Asked Questions
GREENWAY FAMILY OFFICE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #153070), GREENWAY FAMILY OFFICE, LLC is subject to fiduciary duty under federal law.
GREENWAY FAMILY OFFICE, LLC is headquartered in ST LOUIS, MO.
GREENWAY FAMILY OFFICE, LLC serves 32 high-net-worth clients according to their SEC filing dated October 11, 2018. View client details ↓
According to their SEC Form ADV, GREENWAY FAMILY OFFICE, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
GREENWAY FAMILY OFFICE, LLC manages $403 million in client assets according to their SEC filing dated October 11, 2018.
According to their SEC Form ADV, GREENWAY FAMILY OFFICE, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 32
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.04%
Average Client Assets: $12.1 million
Total Client Accounts: 671
Discretionary Accounts: 178
Non-Discretionary Accounts: 493
Regulatory Filings
CRD Number: 153070
Filing ID: 1245441
Last Filing Date: 2018-10-11 14:56:00