FENWICK FINANCIAL

FENWICK FINANCIAL is an SEC-registered investment adviser (CRD 331235). Regulatory assets under management: $1.5M.

Registration

• CRD: 331235
• Type: Registered investment adviser
• Phone: 5023313532
• Latest filing: 2026-02-13
• Regulatory AUM: $1.5M
• Discretionary AUM: $1.5M
• Clients: 1
• Accounts: 41

Business model

Compensation: % of AUM, Hourly, Fixed, Subscription, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 331235 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search