Fenway Financial, LLC
Firm details
- Headquarters
- ,
- CRD number
- 308077
- Fee structure
- Hourly Charges, Fixed Fees, Other
- Client types
- Individuals100%
- Services
- Financial PlanningSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Fenway Financial, LLC is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves individual and family clients and acts as a capital allocator, directing client capital to outside managers when appropriate. Its advisory offerings emphasize financial planning, selecting other advisers for clients, and running educational seminars or workshops. Fee arrangements include hourly and fixed fees, along with other fee structures. Fenway Financial does not identify as an active ESG investor and is not represented as a multi-state or newly formed adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Contacts
1 of 1
Clark Drishinski
Senior Financial PlannerCRD 5879481
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations