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FINIVI INC.
CRD 292329File 801-112470
APPROVED
Retail clients
Filing as of Jul 8, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$308.4M
Below cohort median (national)
Discretionary AUM
$285.4M
Non-discretionary $23.0M
Clients
683
1,293 accounts
Employees
10
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Feb 19, 2018
- Principal office
- 1400 COMPUTER DRIVE, WESTBOROUGH, MA, 01581
- Phone
- (508) 870-0440
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $308.4M
- Discretionary AUM
- $285.4M
- Non-discretionary AUM
- $23.0M
- Discretionary accounts
- 861
- Non-discretionary accounts
- 432
- Total accounts
- 1,293
- AUM per client
- $452K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 73 | $136.6M |
| Individuals (other than high net worth individuals) | 610 | $171.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.