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Home > Retirement Planners > connecticut > farmington > MCNAMARA FINANCIAL SERVICES, INC.
MCNAMARA FINANCIAL SERVICES, INC.
1020 Plain Street
Suite 200
Marshfield, Massachusetts 02050
Tel: 781-834-2010
About MCNAMARA FINANCIAL SERVICES, INC.
MCNAMARA FINANCIAL SERVICES, INC, formally registered with the SEC as MCNAMARA FINANCIAL SERVICES, INC. The firm was established in 07/29/2010. They have over 2 offices throughout the country.
MCNAMARA FINANCIAL SERVICES, INC. is a Marshfield, Massachusetts based Financial Planning firm with nearly $680,118,220 assets under management, offering retirement planning & investment advisory services to 2639 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154311 |
| SEC# | 801-71682 |
| Assets Managed by Firm | $680,118,220 |
| No. of Clients | 2639 |
| No. of Advisors | 11 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2639 | $680,118,220 |
| Individuals (other than high net worth individuals) | 650 | $240,016,567 |
| High net worth individuals | 269 | $438,370,628 |
| Charitable organizations | Fewer than 5 clients | $601,054 |
| Corporations or other businesses | 6 | $1,129,971 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
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| $107,251,821,000 | 4 | 524 |
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