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 founded and SEC‑registered in 2018 that serves individuals and families. The firm combines fee‑based wealth management and financial planning with brokerage and insurance services; its fee schedule includes percentage‑of‑AUM arrangements as well as hourly and fixed fees. Advisory services span financial planning and discretionary portfolio management for individuals, small businesses, and institutions. Finivi identifies as an active ESG investor and operates under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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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