FINIVI INC. of WESTBOROUGH, MA is an SEC-registered investment adviser (CRD 292329). Regulatory assets under management: $308.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Other.
| Name | Role | Location |
|---|---|---|
| Eric Clement Jansen | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| Steven Craig Johnson | PRINCIPAL | — |
| JOHNSON TODD C | PRINCIPAL | — |
| BERNSTEIN DANIEL ADAM | CHIEF COMPLIANCE OFFICER | — |
| JANSEN ERIC CLEMENT | CHIEF COMPLIANCE OFFICER AND PRINCIPAL; FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | — |
| JOHNSON STEVEN CRAIG | PRINCIPAL | — |