GREENWAY FINANCIAL ADVISORS LLC

GREENWAY FINANCIAL ADVISORS LLC of BURLINGTON, MA is an SEC-registered investment adviser (CRD 168353). Regulatory assets under management: $107.1M.

Registration

• CRD: 168353
• Type: Registered investment adviser
• Location: 2 BURLINGTON WOODS DRIVE, SUITE 100, BURLINGTON, MA, 01803
• Phone: 339-234-9098
• Latest filing: 2026-01-06
• Regulatory AUM: $107.1M
• Discretionary AUM: $107.1M
• Clients: 2
• Accounts: 270

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 168353 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search