Greenway Financial, LLC
● SEC registered since 2025CRD 288864SEC# 801-132476Farmington Hills, MI
Reg. AUM
$151.4M
Employees
4
Accounts
476
Location
Farmington Hills, MI
Greenway Financial, LLC assets under management
Greenway Financial, LLC is an SEC-registered investment adviser based in Farmington Hills, MI. The firm has been registered since 2025. It reports $151.4 million in regulatory assets under management and employs 4 people.
Greenway Financial, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jon David Rothenberg Control | Member | 50-75% | 2017 |
| Kevin Bryan Chupack Control | Managing Member/Cco | 50-75% | 2017 |
Frequently asked questions
How much does Greenway Financial, LLC manage?
Greenway Financial, LLC reports $151.4 million in regulatory assets under management on its Form ADV.
How many employees does Greenway Financial, LLC have?
Greenway Financial, LLC reports 4 employees.
Where is Greenway Financial, LLC located?
Greenway Financial, LLC is based in Farmington Hills, MI and has been SEC-registered since 2025.
Does Greenway Financial, LLC disclose fund performance?
Greenway Financial, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31731 Northwestern Highway, Suite 156w, Farmington Hills, MI 48334 |
| Phone | 248-851-2727 |
| Fax | 844-200-8349 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$151.4M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 83%
Larger than 17% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$151.4Mregulatory AUM
Discretionary $135.1MNon-discretionary $16.2M