Finarc Investments, Inc.

Finarc Investments, Inc. (CRD# 166571) is a financial advisory firm headquartered in Norwood, MA. They manage $159,815,915 in 380 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
3 Edgewater Drive, Suite 301, Norwood, MA 02062
https://www.linkedin.com/company/finarc-llc/
By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $420,568
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH, NY, TX, VT

Financial Advisors at Finarc Investments, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
John Choe, financial advisor Norwood MA
John S. Choe
CRD#: 6287838
3 Edgewater Drive, Suite 301, Norwood, MA 02062

John Choe (CRD# 6287838) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 9 years of experience in the finance industry.

2
Kristina Regan, financial advisor Norwood MA
Kristina M. Regan
CRD#: 2256102
3 Edgewater Drive, Suite 301, Norwood, MA 02062

Kristina Regan (CRD# 2256102) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 31 years of experience in the finance industry.

3
Matthew Slaney, financial advisor Norwood MA
Matthew C. Slaney
CRD#: 2315720
3 Edgewater Drive, Suite 301, Norwood, MA 02062

Matthew Slaney (CRD# 2315720) is an Investment Advisor Representative working at Finarc Investments, Inc. in Norwood, MA and has over 23 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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