McNamara Financial Services, Inc.
● SEC registered since 2010CRD 154311SEC# 801-71682Marshfield, MA
Reg. AUM
$797.9M
Employees
11
Accounts
2,672
Location
Marshfield, MA
McNamara Financial Services, Inc. assets under management
McNamara Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Marshfield, MA. The firm has been registered since 2010. It reports $797.9 million in regulatory assets under management and employs 11 people.
McNamara Financial Services, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alyssa McNamara Reed Control | Chief Compliance Officer, Secretary,treasurer | 10-25% | 2005 |
| Justin Jacobson McNamara Control | Vice President | 10-25% | 2005 |
| Michael Joseph McNamara Control | President & Director | Over 75% | 2005 |
Frequently asked questions
How much does McNamara Financial Services, Inc. manage?
McNamara Financial Services, Inc. reports $797.9 million in regulatory assets under management on its Form ADV.
How many employees does McNamara Financial Services, Inc. have?
McNamara Financial Services, Inc. reports 11 employees.
Where is McNamara Financial Services, Inc. located?
McNamara Financial Services, Inc. is based in Marshfield, MA and has been SEC-registered since 2010.
Does McNamara Financial Services, Inc. disclose fund performance?
McNamara Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1020 Plain Street, Suite 200, Marshfield, MA 02050 |
| Phone | 781-834-2010 |
| Fax | 781-834-2056 |
| Office hours | 8:00 A.M To 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1622431 |
| Discloses disciplinary history | No |
Regulatory AUM
$797.9M▲ 17%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$797.9Mregulatory AUM
Discretionary $797.9M