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MCNAMARA FINANCIAL SERVICES, INC.
CRD 154311 · SEC 801-71682
1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA, 02050, United States
Phone
781-834-2010
Fax
781-834-2056
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$797.9M
Discretionary AUM
$797.9M
Team
11 total employees; 4 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 630 | $218.5M |
| High net worth individuals | 298 | $574.3M |
| Corporations/business entities | 6 | $1.2M |
States served
AZ, CA, ME, MA, NY, NC, PA, RI, SC, TX, NH, CT, FL
All web addresses on file
- https://mcnamaraofthemerrimack.com/
- HTTP://WWW.MCNAMARAFINANCIAL.COM/
- http://www.facebook.com/McNamaraoftheMerrimack/
- https://mcnamarafinancial.com/radio-show
- https://www.linkedin.com/company/mcnamara-financial-services-inc-/
- https://www.podbean.com/podcast-detail/p9dij-1f5c6c/McNamaraOnMoney-Podcast
- https://soundcloud.com/user-901426612
- HTTP://RPCONTRIBUTOR.COM/
- HTTPS://WWW.FACEBOOK.COM/MCNAMARAFINANCIAL/
- HTTP://WWW.SMARTWITHMONEYFAIR.COM/
Official SEC filing: View on IAPD