FINARC LLC

NEEDHAM, Massachusetts·2 registered advisors·CRD# 107487
SEC# 801-37761781-449-8989
01

Firm Overview

AUM
$62M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment ManagementWealth Management
04

Advisors at FINARC LLC

2 registered advisors
Catherine Friend White
NEEDHAM, Massachusetts
Richard Edward White
NEEDHAM, Massachusetts
05

Office Locations

NEEDHAM, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. FINARC LLC (CRD# 107487) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.