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Building 2FINARC INVESTMENTS, INC.

Map pinNORWOOD, MA
Phone781-762-8080
NotebookSEC #801-110450
Total AUM
$187.6M
Employees
4
Clients
94

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 EDGEWATER DRIVE
SUITE 301
NORWOOD
MA 02062
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
781-762-8080

ReceiptFinancials

Total AUM
$187.6M
Accounts
377
Discretionary
$187.6M
Accounts
377
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
41
AUM
$22.4M
HNW Individual Clients
52
AUM
$164.3M
Corporation or Business Clients
1
AUM
$882.8K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
GENERAL CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNYTXVT

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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