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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Finivi Inc
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|---|---|
| CRD # | 292329 |
| SEC # | 801-112470 |
| CIK # | |
| AUM | $258.2 M (2025-05-30) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 508-870-0440 |
| Address | 1400 Computer Drive Westborough, MA 01581 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 606 | 149.3 |
| (b) Individuals (high net worth individuals) | 67 | 108.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,223 | 258.2 |
| By Discretionary | ||
| Discretionary | 820 | 237.4 |
| Non-Discretionary | 403 | 20.8 |
| Total | 1,223 | 258.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 258.2 | |
| Total | 1,223 | 258.2 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Next Level Wealth Planning LLC
✚
|
ID | 0.3 |
|
Madden Advisory Services Inc
✚
|
FL | 0.3 |
|
Resolute Wealth Advisor Inc
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OH | 0.3 |
|
Silvia McColl Wealth Management LLC
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|
CA | 0.3 |
|
Challenger Wealth Management
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|
CA | 0.3 |
|
Shared Vision Wealth Group LLC
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|
0.3 | |
|
Sherwood Financial Partners LLC
✚
|
CA | 0.3 |
|
Tandemgrowth Financial Advisors LLC
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|
GA | 0.3 |
|
Bluestone Wealth Management LLC
✚
|
NH | 0.3 |
|
Blueprint Partners LLC
✚
|
MI | 0.3 |