MCNAMARA FINANCIAL SERVICES, INC.

MARSHFIELD, Massachusetts·3 registered advisors·CRD# 154311
SEC# 801-716821781-834-2010
01

Firm Overview

AUM
$605M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MCNAMARA FINANCIAL SERVICES, INC.

3 registered advisors
Alyssa Mcnamara Reed
MARSHFIELD, Massachusetts
Justin Jacobson Mcnamara
MARSHFIELD, Massachusetts
Michael Joseph Mcnamara
MARSHFIELD, Massachusetts
05

Office Locations

MARSHFIELD, Massachusetts
3 advisors

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Data sourced from SEC Form ADV filings. MCNAMARA FINANCIAL SERVICES, INC. (CRD# 154311) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.