FENGER FINANCIAL, PLLC

Overview

Fenger Financial, Pllc is an independent, owner-operated registered investment adviser that serves individual and family clients, with advisory work focused on financial planning and portfolio management for individuals and small businesses. The firm’s principal business activity is accounting, which suggests a tax- and bookkeeping-informed approach to client relationships and financial planning. Compensation is charged as a percentage of assets under management. The firm is not positioned as a multi-state adviser, does not report active ESG investing, and does not act as a capital allocator to external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices