FINARC INVESTMENTS, INC.

3 Edgewater Drive
Suite 301
Norwood, Massachusetts 02062
Tel: 781-762-8080

About FINARC INVESTMENTS, INC.

FINARC INVESTMENTS, INC, formally registered with the SEC as FINARC INVESTMENTS, INC. The firm was established in 04/21/2017. They have over 1 offices throughout the country.

FINARC INVESTMENTS, INC. is a Norwood, Massachusetts based Financial Planning firm with nearly $159,815,915 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	166571
SEC#	801-110450
Assets Managed by Firm	$159,815,915
No. of Clients	380
No. of Advisors	5

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
Other (GENERAL CONSULTING SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	380	$159,815,915
Individuals (other than high net worth individuals)	50	$23,815,438
High net worth individuals	48	$135,272,209
Corporations or other businesses	Fewer than 5 clients	$728,268

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