Fenway Financial Advisors, LLC
CRD 139775SEC# 801-117969Arlington, VA
No longer SEC-registered. Fenway Financial Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$247.7M
Employees
2
Accounts
396
Location
Arlington, VA
Fenway Financial Advisors, LLC assets under management
Fenway Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Arlington, VA. It reports $247.7 million in regulatory assets under management and employs 2 people.
Fenway Financial Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Stephen Michael Wintermeier Control | Managing Principal, Chief Compliance Officer | Over 75% | 2006 |
Frequently asked questions
How much does Fenway Financial Advisors, LLC manage?
Fenway Financial Advisors, LLC reports $247.7 million in regulatory assets under management on its Form ADV.
How many employees does Fenway Financial Advisors, LLC have?
Fenway Financial Advisors, LLC reports 2 employees.
Where is Fenway Financial Advisors, LLC located?
Fenway Financial Advisors, LLC is based in Arlington, VA.
Does Fenway Financial Advisors, LLC disclose fund performance?
Fenway Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1201 Wilson Blvd., 25th Floor, Arlington, VA 22209 |
| Office hours | 9 a.m.:00 -5:00 p.m. |
| Discloses disciplinary history | Yes |
Regulatory AUM
$247.7M▲ 5%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 68%
Larger than 32% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$247.7Mregulatory AUM
Discretionary $0Non-discretionary $247.7M