Overview
Assets Under Management: $151 million
Headquarters: FARMINGTON HILLS, MI
High-Net-Worth Clients: 36
Average Client Assets: $1.8 million
Frequently Asked Questions
GREENWAY FINANCIAL, 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 #288864), GREENWAY FINANCIAL, LLC is subject to fiduciary duty under federal law.
GREENWAY FINANCIAL, LLC is headquartered in FARMINGTON HILLS, MI.
GREENWAY FINANCIAL, LLC serves 36 high-net-worth clients according to their SEC filing dated February 26, 2026. View client details ↓
According to their SEC Form ADV, GREENWAY FINANCIAL, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
GREENWAY FINANCIAL, LLC manages $151 million in client assets according to their SEC filing dated February 26, 2026.
According to their SEC Form ADV, GREENWAY FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.73%
Average Client Assets: $1.8 million
Total Client Accounts: 476
Discretionary Accounts: 460
Non-Discretionary Accounts: 16
Regulatory Filings
CRD Number: 288864
Filing ID: 2054426
Last Filing Date: 2026-02-26 13:57:21