FINIVI INC.

1400 Computer Drive
Westborough, Massachusetts 01581
Tel: (508) 870-0440

About FINIVI INC.

FINIVI INC, formally registered with the SEC as FINIVI INC. The firm was established in 02/19/2018. They have over 1 offices throughout the country.

FINIVI INC. is a Westborough, Massachusetts based Financial Planning firm with nearly $258,221,772 assets under management, offering retirement planning & investment advisory services to 1223 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	292329
SEC#	801-112470
Assets Managed by Firm	$258,221,772
No. of Clients	1223
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING ON OTHER INVESTMENTS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1223	$258,221,772
Individuals (other than high net worth individuals)	606	$149,341,542
High net worth individuals	67	$108,880,230

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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