Finivi Inc.
● SEC registered since 2018CRD 292329SEC# 801-112470Westborough, MA
Reg. AUM
$308.4M
Employees
10
Accounts
1,293
Location
Westborough, MA
Finivi Inc. assets under management
Finivi Inc. is an investment advisory firm registered with the SEC based in Westborough, MA. The firm has been registered since 2018. It reports $308.4 million in regulatory assets under management and employs 10 people.
Finivi Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Clement Jansen Control | Founder, President, Chief Investment Officer And Chief Compliance Officer | 50-75% | 2018 |
| Steven Craig Johnson Control | Principal | 25-50% | 2018 |
Frequently asked questions
How much does Finivi Inc. manage?
Finivi Inc. reports $308.4 million in regulatory assets under management on its Form ADV.
How many employees does Finivi Inc. have?
Finivi Inc. reports 10 employees.
Where is Finivi Inc. located?
Finivi Inc. is based in Westborough, MA and has been SEC-registered since 2018.
Does Finivi Inc. disclose fund performance?
Finivi Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1400 Computer Drive, Westborough, MA 01581 |
| Phone | (508) 870-0440 |
| Fax | 508-898-3097 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$308.4M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$308.4Mregulatory AUM
Discretionary $285.4MNon-discretionary $23M