Finivi Inc.
Finivi Inc. (CRD# 292329) is a financial advisory firm headquartered in Westborough, MA. They manage $215,956,048 in 1,177 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management216MILLION
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Total Number of Accounts1,177ACCOUNTS
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Average Account Value$183,480
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
CA, CO, CT, FL, MA, ME, NH, RI, TX
Eric Jansen (CRD# 1719437) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 36 years of experience in the finance industry.
Steven Johnson (CRD# 1995029) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 34 years of experience in the finance industry.
Frederick Lane (CRD# 2282828) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 31 years of experience in the finance industry.
Katie Moore (CRD# 4685447) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 11 years of experience in the finance industry.
Joseph Willwerth (CRD# 2098211) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has over 33 years of experience in the finance industry.
Cole Johnson (CRD# 7620148) is an Investment Advisor Representative working at Finivi Inc. in Westborough, MA and has 1 year of experience in the finance industry.