RIA Intel›Advisers›Missouri›GREENWAY FAMILY OFFICE, LLC

GREENWAY FAMILY OFFICE, LLC

Advisory

N·ST LOUIS, MO

Data as of Jun 8, 2020 · Source: SEC Form ADV

Total AUM

$462M

1-Year AUM Growth

+20.8%

3-Year CAGR

+9.3%

Employees

6

Assets Under Management

Total AUM$462M

Discretionary AUM$186M

Non-Discretionary AUM$275M

Discretionary %40.3%

Total Clients—

Team

Total Employees6

Investment Advisers8

Employee Growth (1Y)—

Filing History

Total Filings on Record58

First FilingFeb 12, 2010

Latest FilingJun 8, 2020

🔒 Full AUM trend chart and 58 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on GREENWAY FAMILY OFFICE, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.