Finivi Inc.
Firm details
- Headquarters
- Westborough, Massachusetts
- CRD number
- 292329
- Registered since
- February 19, 2018
- Website
- www.finivi.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals55.71%
- HNWI44.29%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Finivi Inc. is an independent registered investment adviser formed in 2018 and owned by an individual practitioner. The firm serves primarily individuals and families, offering financial planning and portfolio management for individuals, small businesses, and other business or institutional clients. Its fee structure includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements. Finivi also operates as an insurance broker and identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds28%
- Cash & Cash Equivalents11%
- Investment Grade Corp Bonds6%
- US Government Bonds2%
Contacts
3 of 7
Joseph Willwerth
Financial PlannerCRD 2098211
Evan Fischthal
Financial AdvisorCRD 8226379
Katie Moore
ChairpersonCRD 4685447
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 28Active vs passive
$82.6M in ETFs
60%
$49.2M
41%
$33.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF (TOTL) | State Street | Active | Intermediate Core Plus Bond | $10.3M | 261,512 | 12.49% |
Location
Westborough, MA
Worcester
Location
Westborough, MA
Headquartered in Westborough, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Worcester
- Address
- 1400 Computer Dr
- Time zone
- ET (UTC-5)
- Office locations
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