FENWICK INVESTMENTS, LLC

FENWICK INVESTMENTS, LLC of WHITE RIVER JUNCTION, VT is an SEC-registered investment adviser (CRD 167342). Regulatory assets under management: $15.4M.

Registration

• CRD: 167342
• Type: Registered investment adviser
• Location: 35 RAILROAD ROW, WHITE RIVER JUNCTION, VT, 05001
• Phone: 800-678-4015
• Latest filing: 2026-03-17
• Regulatory AUM: $15.4M
• Discretionary AUM: $15.4M
• Clients: 1
• Accounts: 39

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167342 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search