FINIVI INC.
Tel: (508) 870-0440 1400 Computer Drive Westborough, Massachusetts 01581
About FINIVI INC.
FINIVI INC. is a Westborough, Massachusetts based financial advisory firm with nearly $258,221,772 in assets under management and provides investment advisory services for 1223 clients. There are currently 7 financial advisors at the firm.
General Information
Firm CRD#:
292329
Firm SEC#:
801-112470
Assets Under Management:
$258,221,772
No. of Clients:
1223
Advisory Services Provided:
Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (CONSULTING ON OTHER INVESTMENTS)
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