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FINARC INVESTMENTS, INC.
CRD 166571 · SEC 801-110450
3 EDGEWATER DRIVE, SUITE 301, NORWOOD, MA, 02062, United States
Phone
781-762-8080
Fax
781-762-0269
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$187.6M
Discretionary AUM
$187.6M
Team
4 total employees; 2 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingGENERAL CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 41 | $22.4M |
| High net worth individuals | 52 | $164.3M |
States served
VT, MA, NY, TX, NH
All web addresses on file
Official SEC filing: View on IAPD