FENWAY FINANCIAL, LLC

FENWAY FINANCIAL, LLC is an SEC-registered investment adviser (CRD 308077). Regulatory assets under management: $200K.

Registration

• CRD: 308077
• Type: Registered investment adviser
• Phone: 801-380-8834
• Latest filing: 2026-08-04
• Regulatory AUM: $200K
• Non-discretionary AUM: $200K
• Clients: 1
• Accounts: 1

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 308077 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search