FINIVI INC.
SEC Form ADV profile.
Total regulatory AUM
$308,429,675
Discretionary
$285,441,911
Non-discretionary
$22,987,764
Firm details
- CRD number
- 292329
- SEC file number
- 801-112470
- Main office
- WESTBOROUGH, MA, United States
- Employees
- 10
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.