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Steven Craig Johnson

FINIVI INC.·WESTBOROUGH, Massachusetts
Unclaimed Profile
1400 COMPUTER DRIVE, WESTBOROUGH, MA 01581CRD# 1995029Firm CRD# 292329
01

About

Steven Craig Johnson is a registered financial advisor based in WESTBOROUGH, Massachusetts, affiliated with FINIVI INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINIVI INC.
FINIVI INC.
AUM
$216M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at FINIVI INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1995029
Firm CRD# 292329
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Steven Craig Johnson offer?
Steven Craig Johnson specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WESTBOROUGH, Massachusetts for a consultation.
What are Steven Craig Johnson's credentials?
Steven Craig Johnson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Steven Craig Johnson located?
Steven Craig Johnson is based in WESTBOROUGH, Massachusetts, working with FINIVI INC.. Their office serves clients in the WESTBOROUGH metropolitan area and surrounding communities.
How does Steven Craig Johnson charge for services?
Steven Craig Johnson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINIVI INC.?
FINIVI INC. has approximately 8 employees and manages $216M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Kevin Timothy Grimes — GRIMES & COMPANY, INC.Carolyn Fields Grimes — GRIMES & COMPANY, INC.Paul Devico — GRIMES & COMPANY, INC.Emily Grimes Wood — GRIMES & COMPANY, INC.Timothy John Grimes — GRIMES & COMPANY, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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