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| Happy Holidays!! thanks for using AUM13F!! |
| McNamara Financial Services Inc
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|---|---|
| CRD # | 154311 |
| SEC # | 801-71682 |
| CIK # | 0001622431 |
| AUM | $680.1 M (2025-04-24) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 781-834-2010 |
| Address | 1020 Plain Street Marshfield, MA 02050 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 36.7 | ||
| Nvidia Corp | 2.4 | ||
| PepsiCo Inc | 1.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 650 | 240.0 |
| (b) Individuals (high net worth individuals) | 269 | 438.4 |
| (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 | 0.6 |
| (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 | 6 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,639 | 680.1 |
| By Discretionary | ||
| Discretionary | 2,331 | 610.6 |
| Non-Discretionary | 308 | 69.6 |
| Total | 2,639 | 680.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 680.1 | |
| Total | 2,639 | 680.1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001622431] |
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|---|---|---|
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Relevant Wealth Advisors LLC
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KFA Private Wealth Group LLC
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Transatlantique Private Wealth LLC
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