Finivi Inc

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CAFR Data
Finivi Inc
CRD #292329
SEC #801-112470
CIK #
AUM $131.8 MM (100% Disc, 100% US, 2020-03-20)
Employees9 (89% Investors, 0% Brokers)
Phone508-870-0440
Address1400 Computer Drive
Westborough, MA 01581
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
13510881542702010201320172021
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Continuum Wealth Advisors LLC
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Capstone Wealth Management Group LLC
OR 0.1
First Market Bank FSB
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Convergence Financial LLC
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MAUL Capital Management Inc
NV 0.1
Pacifica Wealth Advisors Inc
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