Mcnamara Financial Services, Inc.
Firm details
- Headquarters
- Marshfield, Massachusetts
- CRD number
- 154311
- Registered since
- July 29, 2010
- Website
- mcnamarafinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI71.98%
- Individuals27.39%
- Charitable Organizations0.48%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Mcnamara Financial Services, Inc. is an independent registered investment adviser that serves both individual and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses, billing clients via a mix of asset-based fees, hourly charges, and fixed fees. It identifies as an active ESG investor and operates as a privately owned corporation rather than part of a larger capital allocator or affiliated adviser network.
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 Equities65%
- Public Funds/Mutual Funds30%
- Cash & Cash Equivalents2%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Contacts
3 of 4
Alyssa Reed
Financial PlannerCRD 4948980
Justin Mcnamara
Financial PlannerCRD 4609506
Michael Mcnamara
FounderCRD 1031558
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 98Active vs passive
$813M in ETFs
83%
$672M
12%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO DEVELOPED WORLD EX-US ETF (SPDW) | State Street | Passive | Foreign Large Blend | $105M | 2,090,164 | 12.96% |
Location
Marshfield, MA
Plymouth
Location
Marshfield, MA
Headquartered in Marshfield, 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
- Plymouth
- Address
- 1020 Plain St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Twin Gryphon Advisors LLC
RIAMarshfield, MA
Opaleye Management Inc.
RIABoston, MA
Eagleclaw Capital Management LLC
RIABoston, MA
Clarus Ventures, LLC
RIACambridge, MA
Northstar Asset Management, Inc
RIABoston, MA
Polen Capital Clo Management, LLC
RIAWaltham, MA