GREENWAY FINANCIAL PLANNING, LLC

GREENWAY FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 299070). Regulatory assets under management: $67K.

Registration

• CRD: 299070
• Type: Registered investment adviser
• Phone: 678-341-0186
• Latest filing: 2026-02-28
• Regulatory AUM: $67K
• Discretionary AUM: $67K
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299070 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search