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FINIVI INC.
CRD 292329 · SEC 801-112470
1400 COMPUTER DRIVE, WESTBOROUGH, MA, 01581, United States
Phone
(508) 870-0440
Fax
508-898-3097
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$308.4M
Discretionary AUM
$285.4M
Team
10 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING ON OTHER INVESTMENTS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 610 | $171.8M |
| High net worth individuals | 73 | $136.6M |
States served
CA, CO, ME, MA, RI, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD