| Name | Title | Ownership | Since |
|---|---|---|---|
| Gary Michael Coon Control | Chief Compliance Officer/Senior Client Service Advisor | Under 5% | 2014 |
| Michael Scott Finer Control | President/Chief Executive Officer/Chief Investment Officer | Over 75% | 1996 |
| Stephen George Anastos | Non-Executive | 10-25% | 2000 |
Finer Wealth Management, Inc. reports $249.7 million in regulatory assets under management on its Form ADV.
Finer Wealth Management, Inc. reports 5 employees.
Finer Wealth Management, Inc. is based in Salem, MA and has been SEC-registered since 2021.
Finer Wealth Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 530 Loring Avenue, Suite 302, Salem, MA 01970 |
| Phone | 978-740-1011 |
| Fax | 978-744-8240 |
| Office hours | 9:00-5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $249.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $249.7M |