Mcnamara Financial Services Inc
Nome legal: MCNAMARA FINANCIAL SERVICES, INC.
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Mcnamara Financial Services Inc
1020 PLAIN STREET, SUITE 200, MARSHFIELD, MA
781-834-2010
781-834-2056
Outras informações
A MCNAMARA FINANCIAL SERVICES, INC. é uma empresa de serviços financeiros sediada em Massachusetts que atende 20 clientes. Com uma equipe de 9 funcionários, incluindo 4 consultores, o foco da empresa é fornecer serviços abrangentes de planejamento financeiro para seus clientes. Conforme a SEC, a empresa está totalmente registrada e aprovada, com uma data de registro em 29 de julho de 2010.
MHS Smart with Money Fair
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McNamara Financial Services, Inc.
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Kinship Advisors – Call Today (978) 256-7447
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Contact us at: (781) 834-2010
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Proprietários diretos
-
ALYSSA MCNAMARA REED
CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER é proprietária mais de 10% mas menos de 25%
-
JUSTIN JACOBSON MCNAMARA
VICE PRESIDENT é proprietária mais de 10% mas menos de 25%
-
MICHAEL JOSEPH MCNAMARA
PRESIDENT & DIRECTOR é proprietária 75% ou mais
Empresas localizadas nas proximidades
Notícia
- Investing Insights: Navigating the Shifting Landscape of McNamara Financial’s Latest Portfolio Adjustments
- McNamara Financial Services, Inc.: A Comparison of Q2 2023 and Q3 2023 13F Holdings
- McNamara Financial Services, Inc. Q1 2023 vs. Q2 2023 13F Holdings Comparison
- McNamara Financial Services, Inc. Q4 2022 vs. Q1 2023: A Closer Look at the 13F Holdings Comparison CSV
Principais Participações
- ISHARES TR CORE S&P500 ETF $54,499k
- SSGA ACTIVE ETF TR $41,837k
- SPDR Portfolio Emerging Market $34,782k
- S&P WRLD EX US $28,703k
- SPDR PORTFOLIO SMALL CAP ETF $11,042k
- ISHARES TR $9,975k
- SPDR SERIES TRUST $9,116k
- SPDR SERIES TRUST $7,429k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $6,447k
- VANGUARD GROUP $5,386k