Factor Investing Group
Factor Investing Group is an SEC-registered mass-market adviser in Westborough, MA with $348.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Factor Investing Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315131, SEC 801-121821, data through 2026-03-19.
- AUM (assets under management / regulatory AUM)
- $348.8M (2026-03-19)
- Firm type
- Mass-Market Adviser
- Location
- Westborough, MA
- Employees
- 6
- Clients
- 491
- CRD
- 315131
- Ownership
- MELFA, VICTOR, JOSEPH; MELFA, KAREN, CHRISTINE; MELFA, VICTOR, J; Melfa, Victor, Christine
How much AUM does Factor Investing Group have?
Factor Investing Group reported $348.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-19).
Who owns Factor Investing Group?
Disclosed owners and executives of Factor Investing Group include MELFA, VICTOR, JOSEPH, MELFA, KAREN, CHRISTINE, MELFA, VICTOR, J, Melfa, Victor, Christine. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.