Finivi Inc
Nom légal: FINIVI INC.
Autre info
FINIVI INC. est une société du Massachusetts avec une équipe de huit employés, dont sept sont des professionnels en conseil. Le nombre de clients qu'ils servent est non divulgué. Le statut d'approbation de la SEC de l'entreprise est répertorié comme approuvé avec une date d'enregistrement du 19 février 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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Propriétaires directs
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ERIC CLEMENT JANSEN
FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER possède plus de 50% mais moins de 75%
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STEVEN CRAIG JOHNSON
PRINCIPAL possède plus de 25% mais moins de 50%