Fenwick Investments, LLC

Overview

Fenwick Investments, LLC is a state registered investment adviser based in White River Junction, VT, registered since 2013. It reports $15.4M in assets under management across 39 accounts, with 1 employees. It has 1 investment adviser representatives.

Reported AUM

$15.4M

Discretionary

100%

Accounts

39

Average account

$396K

Employees

1

Advisory reps

1

Registered since

2013

Jurisdictions

3

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Carl George Bulgini III Managing Member, Chief Compliance Officer CRD 2018571

Advisory reps 1 of 1

• Carl George Bulgini III Insurance Agent · Investment Adviser Rep CRD 2018571

Location

Headquarters

35 Railroad Row Fl 4
White River Junction, VT 05001

County

Windsor

Metro area

Lebanon, NH-VT

Region

Northeast

Registrations

• State registered
• Registered in 3 jurisdictions
• Website: fenwickinvestments.com

Every state, with registration dates

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