Finivi Inc.

CRD 292329 · Westborough, MA · $308.4M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 292329
SEC number: 801-112470
Firm type: RIA
Assets under management: $308.4M as of Jun 12, 2026
Website: www.linkedin.com/COMPANY/FINIVI ↗
Phone: (508) 870-0440
Address: 1400 Computer Drive, Westborough, MA, 01581

Advisors at this firm

7 in our index · page 1 of 1

Evan FischthalCRD 8226379 · Westborough, MA

IA Registered
Eric Clement JansenCRD 1719437 · Westborough, MA

IA RegisteredRegistration inactive
Steven Craig JohnsonCRD 1995029 · Westborough, MA

IA RegisteredRegistration inactive
Frederick Mark LaneCRD 2282828 · Westborough, MA

IA RegisteredRegistration inactive
Katie Elizabeth MooreCRD 4685447 · Westborough, MA

IA RegisteredRegistration inactive
Jack RufoCRD 8042512 · Westborough, MA

IA Registered
Joseph Francis WillwerthCRD 2098211 · Westborough, MA

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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