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Building 2FINIVI INC.

Map pinWESTBOROUGH, MA
Phone(508) 870-0440
NotebookSEC #801-112470
Total AUM
$308.4M
Employees
8
Clients
683

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1400 COMPUTER DRIVE
WESTBOROUGH
MA 01581
United States
Operating Hours
8:30AM - 4:30PM
Monday - Friday
Phone
(508) 870-0440

ReceiptFinancials

Total AUM
$308.4M
Accounts
1,293
Discretionary
$285.4M
Accounts
861
Non-Discretionary
$23M
Accounts
432

ContactClients

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Individual Clients
610
AUM
$171.8M
HNW Individual Clients
73
AUM
$136.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING ON OTHER INVESTMENTS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLMAMENHRITX

HandshakeAffiliates

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

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