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Greenway Financial, LLC

Greenway Financial, LLC. CRD 288864

Greenway Financial, LLC logo

CRD: 288864

Greenway Financial, LLC

Farmington Hills, MI, 48334
2488512727
www.investingreenway.com
$151.4M Total AUM
$135.1M Disc. AUM
-- 3Y CAGR
4 Employees
245 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · SEI
Clients
Retail and Institutional
Platforms
Value unisonMeridian
Established Date
07-20-2017
Office Locations
1

Office Locations

31731 Northwestern Highway Suite 156w Farmington Hills MI

About Greenway Financial, LLC

Greenway Financial, LLC is a Farmington Hills, MI RIA providing client-centered financial planning and discretionary portfolio management. The team includes partners Jon Rothenberg (CPA) and Kevin Chupack (ChFC) and uses RightCapital for client planning/net-worth tools. Investment implementation commonly uses ETFs and public funds, with custody through major platforms such as Schwab.

Team overview

54 AVG AGE
$50.5M AVG AUM / ADVISOR
$617.8K AVG AUM / CLIENT
7.3 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
9yrs Firm Age

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Asset Classes

Value Peak

Client Personas

Pathway

CRM

Peak frontier

Custodian

Optima glacier Capital optima Legacy crest Vector North atlas

Investment Themes

Vector catalyst Pioneer

Investment Vehicles

Beacon insight Beacon

Services

North value Harbor momentum Harbor glacier Alpha harbor Unison legacy Matrix Timber north

Technology

Pathway Pioneer pioneer

Owner & Executives

KEVIN BRYAN CHUPACK

KEVIN BRYAN CHUPACK

Chief Compliance Officer, Investment Advisor Representative, Managing Member

CRD
#4276534
Ownership
50% but less than 75%
(443) 424-7064
timber.oak@pioneercapital.com
in linkedin.com/in/vector-zenith
JON DAVID ROTHENBERG

JON DAVID ROTHENBERG

Financial Consultant, Partner

CRD
#3157313
Ownership
50% but less than 75%
(871) 663-8254
value.value@capitalcapital.com
in linkedin.com/in/vector-bridge

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Contacts

K

KYLE LOGAN OTIS

Associate Financial Advisor

CRD
#7584545
(394) 839-9050
vertex.crest@frontiercapital.com
in linkedin.com/in/atlas-value

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
03-20-2025
02-26-2026
Category Assets AVG. Account size
Discretionary $135,115,209 $293,729
Non-Discretionary $16,244,613 $1,015,288
Total $151,359,822 $317,983

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Separately Managed Accounts

Total SMA Asset: $151,359,822

$151.4M Total SMA
Equity - Exchange:
8.4%
Public Funds:
32.5%
Cash:
30.7%
Other:
28.4%
Asset class Assets Assets %
Equity - Exchange $473,223,011 8.4%
Public Funds $1,830,922,364 32.5%
Cash $1,729,517,433 30.7%
Other $1,599,944,467 28.4%
Total $5,633,607,275 100.0%

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