|
⚲
|
| Keyboard |
| Finivi Inc
✚
|
|
|---|---|
| CRD # | 292329 |
| SEC # | 801-112470 |
| CIK # | 0002101641 |
| AUM | 308.4 M (2026-06-12) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 508-870-0440 |
| Address | 1400 Computer Drive Westborough, MA 01581 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Alphabet Inc | 6.9 | ||
| Broadcom Inc | 6.7 | ||
| Apple Inc | 6.4 | ||
| Amazon Com Inc | 6.3 | ||
| Lilly Eli & Co | 6.3 | ||
| Wal Mart Stores Inc | 5.5 | ||
| Nvidia Corp | 5.5 | ||
| Microsoft Corp | 5.1 | ||
| Facebook Inc | 4.0 | ||
| J P Morgan Chase & Co | 4.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 610 | 171.8 |
| (b) Individuals (high net worth individuals) | 73 | 136.6 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,293 | 308.4 |
| By Discretionary | ||
| Discretionary | 861 | 285.4 |
| Non-Discretionary | 432 | 23.0 |
| Total | 1,293 | 308.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 308.4 | |
| Total | 1,293 | 308.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002101641] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Milestone Asset Management Group LLC
✚
|
CT | 309.0 M |
|
Meriwether Wealth & Planning LLC
✚
|
LA | 308.9 M |
|
Synergy Financial Partners LLC
✚
|
CO | 308.7 M |
|
Covington & Associates Inc
✚
|
NJ | 308.2 M |
|
Broadway Wealth Solutions Inc
✚
|
TX | 308.1 M |
|
TKG Advisors LLC
✚
|
IN | 308.0 M |
|
AllSquare Wealth Management LLC
✚
|
NY | 307.8 M |
|
Marathon Wealth Advisors LLC
✚
|
MA | 307.8 M |
|
Generations Wealth LLC
✚
|
OH | 307.8 M |
|
Holland Advisory Services Inc
✚
|
FL | 307.7 M |