Finivi Inc.
Finivi Inc. is an SEC-registered mass-market adviser in Westborough, MA with $308.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Finivi Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 292329, SEC 801-112470, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $308.4M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Westborough, MA
- Employees
- 10
- Clients
- 683
- CRD
- 292329
- Ownership
- JANSEN, ERIC, CLEMENT; JOHNSON, STEVEN, CRAIG; Johnson, Steven, C; BERNSTEIN, DANIEL, ADAM; INTERIM HOLDINGS, LLC
How much AUM does Finivi Inc. have?
Finivi Inc. reported $308.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Finivi Inc.?
Disclosed owners and executives of Finivi Inc. include JANSEN, ERIC, CLEMENT, JOHNSON, STEVEN, CRAIG, Johnson, Steven, C, BERNSTEIN, DANIEL, ADAM, INTERIM HOLDINGS, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.