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FINIVI INC.
FINIVI INC.
WESTBOROUGH, Massachusetts
·
3 registered advisors
·
CRD# 292329
SEC# 801-112470
0
(508) 870-0440
01
Firm Overview
AUM
$216M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at FINIVI INC.
3 registered advisors
Eric Clement Jansen
WESTBOROUGH, Massachusetts
CRD# 1719437
Steven C Johnson
WESTBOROUGH, Massachusetts
CRD# 4585501
Steven Craig Johnson
WESTBOROUGH, Massachusetts
CRD# 1995029
05
Office Locations
WESTBOROUGH, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. FINIVI INC. (CRD# 292329) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.