FINIVI INC. - Financial Advisor in Massachusetts, Westborough

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

No. of Advisors:

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)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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