RIA · CRD 292329SEC-Registered

Updated:

FINIVI

FINIVI INC. is an SEC-registered investment adviser in WESTBOROUGH, MA, registered since 2018. The firm manages $308 million in assets, with $285 million on a...

FINIVI

FINIVI INC. is an SEC-registered investment adviser in WESTBOROUGH, MA, registered since 2018. The firm manages $308 million in assets, with $285 million on a discretionary basis. It has 10 employees and 8 investment advisers.

General information

Firm type

RIA

Year founded

2001

Location

City

Westborough

Sector focus

Wealth ManagementInvestment AdvisoryFinancial PlanningRetirement PlanningEstate & Wealth TransferRisk ManagementBusiness Succession

Frequently asked questions

Who runs investment decisions at FINIVI?

No named principals or investment decision-makers have been identified in any public record, media source, or corporate filing associated with FINIVI INC.

What investment stages does FINIVI typically target?

No data on stage preference has been disclosed. The firm's investment focus remains entirely unconfirmed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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