MERRIMACK VALLEY FINANCIAL ADVISORS, INC.
Firm details
- Headquarters
- CHELMSFORD, Massachusetts
- CRD number
- 124048
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Commissions
- Client types
- Individuals62.3%
- HNWI28.21%
- Pension & Profit Sharing Plans9.48%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Merrimack Valley Financial Advisors, Inc. operates as an independent registered investment advisor (RIA) and serves a diverse client base that includes individuals, families, and institutions. The firm focuses on providing comprehensive financial planning services and portfolio management tailored to the unique needs of its clients. Their advisory activities encompass portfolio management for both individuals and small businesses, as well as for larger institutions. The firm does not actively engage in ESG investing and is not classified as a multi-state adviser.
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
- Public Funds/Mutual Funds48%
- Exchange Traded Equities30%
- Cash & Cash Equivalents20%
- Non-Exchange Traded Equities5%
Contacts
3 of 3BRIAN MCLARNEY
PresidentCRD 2213053
Kyle Gavin
Investment Advisor RepresentativeCRD 8027171
Brian McLarney
Financial AdvisorCRD 6545415
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CHELMSFORD, MA
MIDDLESEX
Location
CHELMSFORD, MA
Headquartered in CHELMSFORD, 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
- MIDDLESEX
- Address
- 6 Courthouse Ln
- Time zone
- ET (UTC-5)
- Office locations
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