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McNamara Financial Services, Inc.

● SEC registered since 2010CRD 154311SEC# 801-71682Marshfield, MA
Export (members)
Reg. AUM
$680.1M
Employees
11
Accounts
2,639
Location
Marshfield, MA

McNamara Financial Services, Inc. assets under management

McNamara Financial Services, Inc. is a registered investment adviser overseen by the SEC based in Marshfield, MA. The firm has been registered since 2010. It reports $680.1 million in regulatory assets under management and employs 11 people.
mcnamaraofthemerrimack.comView on SEC.gov ↗

McNamara Financial Services, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Alyssa McNamara Reed ControlChief Compliance Officer, Secretary,treasurer10-25%2005
Justin Jacobson McNamara ControlVice President10-25%2005
Michael Joseph McNamara ControlPresident & DirectorOver 75%2005

Frequently asked questions

How much does McNamara Financial Services, Inc. manage?

McNamara Financial Services, Inc. reports $680.1 million in regulatory assets under management on its Form ADV.

How many employees does McNamara Financial Services, Inc. have?

McNamara Financial Services, Inc. reports 11 employees.

Where is McNamara Financial Services, Inc. located?

McNamara Financial Services, Inc. is based in Marshfield, MA and has been SEC-registered since 2010.

Does McNamara Financial Services, Inc. disclose fund performance?

McNamara Financial Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1020 Plain Street, Suite 200, Marshfield, MA 02050
Phone781-834-2010
Fax781-834-2056
Office hours8:00 A.M To 5:00 p.m.
SEC regionBoston Regional Office (BRO)
CIK1622431
Discloses disciplinary historyNo

Assets under management

Discretionary$610.6M
Non-discretionary$69.6M
Total (RAUM)$680.1M