| Name | Title | Ownership | Since |
|---|---|---|---|
| Eric Clement Jansen Control | Founder, President, Chief Investment Officer And Chief Compliance Officer | 50-75% | 2018 |
| Steven Craig Johnson Control | Principal | 25-50% | 2018 |
Finivi Inc. reports $258.2 million in regulatory assets under management on its Form ADV.
Finivi Inc. reports 8 employees.
Finivi Inc. is based in Westborough, MA and has been SEC-registered since 2018.
Finivi Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1400 Computer Drive, Westborough, MA 01581 |
| Phone | (508) 870-0440 |
| Fax | 508-898-3097 |
| Office hours | 8:30a.m. - 4:30p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
| Discretionary | $237.4M |
| Non-discretionary | $20.8M |
| Total (RAUM) | $258.2M |