CRD: 290727
Greenway Wealth Advisors, LLC
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- Custodian
- Apex · Betterment · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-14-2018
- Office Locations
- 1
Office Locations
About Greenway Wealth Advisors, LLC
Greenway Wealth Advisors is a Charlotte-based fee-only fiduciary RIA providing ongoing financial planning and investment portfolio management, with regular progress reviews and practical, actionable advice. The firm works with individuals and business owners/entrepreneurs, building diversified portfolios that may use mutual funds and ETFs. Clients can access accounts through Schwab and Betterment portals.
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Owner & Executives
JOHN NICHOLAS FOY
Chief Compliance Officer, Financial Advisor, FOUNDER, General Partner
- CRD
- #5288092
- Ownership
- 75% or more
NATALIE SYLVESTER FOY
ADVISOR, Chief Financial Officer, Senior Advisor
- CRD
- #5020540
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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CAROLINE GALLAGHER
--
- CRD
- #7975106
JENNIFER LEIGH HILL
Associate Advisor
- CRD
- #6525600
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $182,374,922 | $168,554 |
| Non-Discretionary | $2,170,359 | $542,590 |
| Total | $184,545,281 | $169,931 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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