FINARC INVESTMENTS, INC.
CRD #166571 SEC #801-110450 NORWOOD, MA 781-762-8080
SEC Registered
Total AUM
$174.8M
Discretionary
$174.8M
Employees
4
Clients
10
Accounts
382
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $174.8M | $174.8M | $0 | 4 | 0 |
| Mar 2025 | $174.8M | $174.8M | $0 | 4 | 0 |
| Mar 2024 | $159.8M | $159.8M | $0 | 5 | 1 |
| Apr 2023 | $136.8M | $136.8M | $0 | 5 | 2 |
| Mar 2023 | $124M | $124M | $0 | 5 | 2 |
| Mar 2022 | $152.6M | $152.6M | $0 | 5 | 0 |
| Mar 2021 | $144.9M | $144.9M | $0 | 4 | 0 |
| Jun 2020 | $137.9M | $137.9M | $0 | 4 | 2 |
| Jun 2020 | $137.9M | $137.9M | $0 | 4 | 2 |
| Mar 2020 | $137.9M | $137.9M | $0 | 4 | 2 |
| Mar 2019 | $117.2M | $117.2M | $0 | 5 | 1 |
| Mar 2018 | $135.1M | $135.1M | $0 | 5 | 0 |
| May 2017 | $118M | $118M | $0 | 5 | 113 |
| Apr 2017 | $118M | $118M | $0 | 5 | 113 |
DateAug 2025
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$174.8M
Discretionary$174.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees5
Clients1
DateApr 2023
Total AUM$136.8M
Discretionary$136.8M
Non-Disc.$0
Employees5
Clients2
DateMar 2023
Total AUM$124M
Discretionary$124M
Non-Disc.$0
Employees5
Clients2
DateMar 2022
Total AUM$152.6M
Discretionary$152.6M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$144.9M
Discretionary$144.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2020
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$137.9M
Discretionary$137.9M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees5
Clients1
DateMar 2018
Total AUM$135.1M
Discretionary$135.1M
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients113
DateApr 2017
Total AUM$118M
Discretionary$118M
Non-Disc.$0
Employees5
Clients113