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| Happy Holidays!! thanks for using AUM13F!! |
| Finarc Investments Inc
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|---|---|
| CRD # | 166571 |
| SEC # | 801-110450 |
| CIK # | |
| AUM | $174.8 M (2025-03-29) |
| Employees | 4 (50% Investors, 0% Brokers) |
| Phone | 781-762-8080 |
| Address | 3 Edgewater Drive Norwood, MA 02062 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 5,045 | 20.7 |
| (b) Individuals (high net worth individuals) | 52 | 153.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 382 | 174.8 |
| By Discretionary | ||
| Discretionary | 382 | 174.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 382 | 174.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 174.8 | |
| Total | 382 | 174.8 |
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|---|---|---|
|
Genesis Wealth Advisors LLC
✚
|
MA | 0.2 |
|
Capital Portfolio Management LLC
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KS | 0.2 |
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Lifegoal Wealth Advisors LLC
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0.2 | |
|
CornerStone Securities LLC
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KS | 0.2 |
|
CAVU Wealth Management Inc
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CA | 0.2 |
|
Oregon Pacific Wealth Management LLC
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OR | 0.2 |
|
TLW Wealth Management LLC
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|
0.2 | |
|
Hofer & Associates Inc
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|
CA | 0.2 |
|
Retirement Advisors LLC
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|
TX | 0.2 |
|
BLVD Private Wealth LLC
✚
|
KY | 0.2 |