Finivi Inc


Assets, Funds, Holdings

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Finivi Inc
CRD #292329
SEC #801-112470
AUM $131.8 MM (100% Disc, 100% US, 2020-03-20)
Employees9 (89% Investors, 0% Brokers)
Address1400 Computer Drive
Westborough, MA 01581
Source [IAPD] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
Comparable Firms State AUM ($BB)
Lumina Wealth Management LLC
NC 0.1
Quorum Investment Counsel LLC
FL 0.1
Fourpoints Asset Management Inc
NY 0.1
Sackett Wealth Advisors Inc
CA 0.1
Continuum Wealth Advisors LLC
NY 0.1
Capstone Wealth Management Group LLC
OR 0.1
First Market Bank FSB
VA 0.1
Convergence Financial LLC
MO 0.1
MAUL Capital Management Inc
NV 0.1
Pacifica Wealth Advisors Inc
CA 0.1
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