Finivi Inc
Legal Name: FINIVI INC.
Other Info
FINIVI INC. is a Massachusetts corporation with a team of eight employees, seven of which are advisory role professionals. The number of clients they serve is undisclosed. The company's SEC approval status is listed as approved with a registration date of February 19th, 2018.
Finivi Financial Advisors - Fee-Only Financial Planners in Westborough MA
Finivi is an independent, fee-based financial planning and investment management firm founded in 2001. From our corporate office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country.
Finivi Financial Advisors - Fee-Only Financial Planners in Westborough MA
Finivi is an independent, fee-based financial planning and investment management firm founded in 2001. From our corporate office just outside of Boston, in the classic New England town of Westborough, Massachusetts, we serve a diverse clientele throughout the country.
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Direct Owners
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ERIC CLEMENT JANSEN
FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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STEVEN CRAIG JOHNSON
PRINCIPAL owns more than 25% but less than 50%