MCNAMARA FINANCIAL SERVICES, INC.
CRD #154311 SEC #801-71682 MARSHFIELD, MA 781-834-2010
SEC Registered
Total AUM
$680.1M
Discretionary
$610.6M
Employees
11
Clients
11
Accounts
2,639
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $680.1M | $610.6M | $69.6M | 11 | 0 |
| Apr 2025 | $680.1M | $610.6M | $69.6M | 11 | 0 |
| Feb 2025 | $680.1M | $610.6M | $69.6M | 11 | 0 |
| Mar 2024 | $604.8M | $584M | $20.8M | 11 | 0 |
| Sep 2023 | $521.2M | $513M | $8.2M | 12 | 2 |
| Mar 2023 | $521.2M | $513M | $8.2M | 12 | 2 |
| Mar 2023 | $521.2M | $513M | $8.2M | 12 | 2 |
| Oct 2022 | $499M | $483.6M | $15.4M | 11 | 22 |
| Mar 2022 | $589.2M | $589.2M | $0 | 11 | 22 |
| Mar 2021 | $511M | $511M | $0 | 11 | 25 |
| Jun 2020 | $453.8M | $444.1M | $9.8M | 11 | 28 |
| Mar 2020 | $453.8M | $444.1M | $9.8M | 11 | 28 |
| Jan 2020 | $389.3M | $381.9M | $7.4M | 9 | 20 |
| Oct 2019 | $389.3M | $381.9M | $7.4M | 9 | 20 |
| Jul 2019 | $389.3M | $381.9M | $7.4M | 9 | 20 |
| Apr 2019 | $389.3M | $381.9M | $7.4M | 9 | 20 |
| Mar 2019 | $389.3M | $381.9M | $7.4M | 9 | 20 |
| Jun 2018 | $402.3M | $394.7M | $7.6M | 9 | 20 |
| May 2018 | $402.3M | $394.7M | $7.6M | 9 | 20 |
| Mar 2018 | $402.3M | $394.7M | $7.6M | 9 | 20 |
| Jul 2017 | $354.3M | $348M | $6.3M | 10 | 700 |
| Jun 2017 | $354.3M | $348M | $6.3M | 10 | 700 |
| Feb 2017 | $354.3M | $348M | $6.3M | 10 | 700 |
| Mar 2016 | $305M | $299.6M | $5.3M | 9 | 700 |
| Apr 2015 | $327.1M | $327.1M | $0 | 9 | 700 |
| Mar 2015 | $327.1M | $327.1M | $0 | 9 | 700 |
| Oct 2014 | $301.8M | $301.8M | $0 | 7 | 600 |
| Mar 2014 | $301.8M | $301.8M | $0 | 7 | 600 |
| May 2013 | $273.7M | $273.7M | $0 | 7 | 600 |
| Feb 2013 | $273.7M | $273.7M | $0 | 7 | 600 |
| Mar 2012 | $259M | $259M | $0 | 6 | 600 |
| Feb 2012 | $236.7M | $236.7M | $0 | 6 | 600 |
| May 2011 | $236.7M | $236.7M | $0 | 10 | -- |
| Apr 2011 | $236.7M | $236.7M | $0 | 10 | -- |
| Mar 2011 | $236.7M | $236.7M | $0 | 10 | -- |
| Dec 2010 | $217.6M | $217.6M | $0 | 10 | -- |
DateNov 2025
Total AUM$680.1M
Discretionary$610.6M
Non-Disc.$69.6M
Employees11
Clients0
DateApr 2025
Total AUM$680.1M
Discretionary$610.6M
Non-Disc.$69.6M
Employees11
Clients0
DateFeb 2025
Total AUM$680.1M
Discretionary$610.6M
Non-Disc.$69.6M
Employees11
Clients0
DateMar 2024
Total AUM$604.8M
Discretionary$584M
Non-Disc.$20.8M
Employees11
Clients0
DateSep 2023
Total AUM$521.2M
Discretionary$513M
Non-Disc.$8.2M
Employees12
Clients2
DateMar 2023
Total AUM$521.2M
Discretionary$513M
Non-Disc.$8.2M
Employees12
Clients2
DateMar 2023
Total AUM$521.2M
Discretionary$513M
Non-Disc.$8.2M
Employees12
Clients2
DateOct 2022
Total AUM$499M
Discretionary$483.6M
Non-Disc.$15.4M
Employees11
Clients22
DateMar 2022
Total AUM$589.2M
Discretionary$589.2M
Non-Disc.$0
Employees11
Clients22
DateMar 2021
Total AUM$511M
Discretionary$511M
Non-Disc.$0
Employees11
Clients25
DateJun 2020
Total AUM$453.8M
Discretionary$444.1M
Non-Disc.$9.8M
Employees11
Clients28
DateMar 2020
Total AUM$453.8M
Discretionary$444.1M
Non-Disc.$9.8M
Employees11
Clients28
DateJan 2020
Total AUM$389.3M
Discretionary$381.9M
Non-Disc.$7.4M
Employees9
Clients20
DateOct 2019
Total AUM$389.3M
Discretionary$381.9M
Non-Disc.$7.4M
Employees9
Clients20
DateJul 2019
Total AUM$389.3M
Discretionary$381.9M
Non-Disc.$7.4M
Employees9
Clients20
DateApr 2019
Total AUM$389.3M
Discretionary$381.9M
Non-Disc.$7.4M
Employees9
Clients20
DateMar 2019
Total AUM$389.3M
Discretionary$381.9M
Non-Disc.$7.4M
Employees9
Clients20
DateJun 2018
Total AUM$402.3M
Discretionary$394.7M
Non-Disc.$7.6M
Employees9
Clients20
DateMay 2018
Total AUM$402.3M
Discretionary$394.7M
Non-Disc.$7.6M
Employees9
Clients20
DateMar 2018
Total AUM$402.3M
Discretionary$394.7M
Non-Disc.$7.6M
Employees9
Clients20
DateJul 2017
Total AUM$354.3M
Discretionary$348M
Non-Disc.$6.3M
Employees10
Clients700
DateJun 2017
Total AUM$354.3M
Discretionary$348M
Non-Disc.$6.3M
Employees10
Clients700
DateFeb 2017
Total AUM$354.3M
Discretionary$348M
Non-Disc.$6.3M
Employees10
Clients700
DateMar 2016
Total AUM$305M
Discretionary$299.6M
Non-Disc.$5.3M
Employees9
Clients700
DateApr 2015
Total AUM$327.1M
Discretionary$327.1M
Non-Disc.$0
Employees9
Clients700
DateMar 2015
Total AUM$327.1M
Discretionary$327.1M
Non-Disc.$0
Employees9
Clients700
DateOct 2014
Total AUM$301.8M
Discretionary$301.8M
Non-Disc.$0
Employees7
Clients600
DateMar 2014
Total AUM$301.8M
Discretionary$301.8M
Non-Disc.$0
Employees7
Clients600
DateMay 2013
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$0
Employees7
Clients600
DateFeb 2013
Total AUM$273.7M
Discretionary$273.7M
Non-Disc.$0
Employees7
Clients600
DateMar 2012
Total AUM$259M
Discretionary$259M
Non-Disc.$0
Employees6
Clients600
DateFeb 2012
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees6
Clients600
DateMay 2011
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$236.7M
Discretionary$236.7M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$217.6M
Discretionary$217.6M
Non-Disc.$0
Employees10
Clients--