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).

Current Firm Details
1400 Computer Drive, Westborough, MA 01581
https://twitter.com/finivifa
By the Numbers
  • Total Assets Under Management
    216
    MILLION
  • Total Number of Accounts
    1,177
    ACCOUNTS
  • Average Account Value
    $183,480
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, ME, NH, RI, TX

Financial Advisors at Finivi Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Eric Jansen, financial advisor Westborough MA
Eric C. Jansen
CRD#: 1719437
1400 Computer Drive, Westborough, MA 01581

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.

2
Steven Johnson, financial advisor Westborough MA
Steven C. Johnson
CRD#: 1995029
1400 Computer Drive, Westborough, MA 01581

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.

3
Frederick Lane, financial advisor Westborough MA
Frederick M. Lane
CRD#: 2282828
1400 Computer Drive, Westborough, MA 01581

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.

4
Katie Moore, financial advisor Westborough MA
Katie E. Moore
CRD#: 4685447
1400 Computer Drive, Westborough, MA 01581

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.

5
Joseph Willwerth, financial advisor Westborough MA
Joseph F. Willwerth
CRD#: 2098211
1400 Computer Drive, Westborough, MA 01581

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.

6
Cole Johnson, financial advisor Westborough MA
Cole S. Johnson
CRD#: 7620148
1400 Computer Drive, Westborough, MA 01581

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.

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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