FINIVI INC.
CRD #292329 SEC #801-112470 WESTBOROUGH, MA (508) 870-0440
SEC Registered
Total AUM
$258.2M
Discretionary
$237.4M
Employees
8
Clients
26
Accounts
1,223
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $258.2M | $237.4M | $20.8M | 8 | 0 |
| Apr 2025 | $258.2M | $237.4M | $20.8M | 7 | 0 |
| Feb 2025 | $216M | $192.3M | $23.7M | 7 | 0 |
| Feb 2024 | $216M | $192.3M | $23.7M | 8 | 0 |
| Mar 2023 | $190.6M | $171.2M | $19.4M | 8 | 0 |
| Feb 2023 | $222.7M | $202.1M | $20.6M | 8 | 0 |
| Jan 2023 | $222.7M | $202.1M | $20.6M | 8 | 0 |
| Jun 2022 | $222.7M | $202.1M | $20.6M | 7 | 0 |
| Feb 2022 | $222.7M | $202.1M | $20.6M | 8 | 0 |
| Jan 2022 | $182.5M | $167.6M | $14.9M | 4 | 0 |
| Jun 2021 | $182.5M | $167.6M | $14.9M | 5 | 0 |
| May 2021 | $182.5M | $167.6M | $14.9M | 6 | 0 |
| Mar 2021 | $182.5M | $167.6M | $14.9M | 7 | 0 |
| Sep 2020 | $131.8M | $131.8M | $0 | 7 | 0 |
| Jun 2020 | $131.8M | $131.8M | $0 | 8 | 0 |
| Jun 2020 | $131.8M | $131.8M | $0 | 8 | 0 |
| Jun 2020 | $131.8M | $131.8M | $0 | 8 | 0 |
| Apr 2020 | $131.8M | $131.8M | $0 | 8 | 0 |
| Mar 2020 | $131.8M | $131.8M | $0 | 9 | 0 |
| Feb 2020 | $131.8M | $131.8M | $0 | 9 | 0 |
| Jan 2020 | $131.8M | $131.8M | $0 | 8 | 0 |
| Jan 2020 | $131.8M | $131.8M | $0 | 7 | 0 |
| Dec 2019 | $103.5M | $103.5M | $0 | 7 | 0 |
| Aug 2019 | $103.5M | $103.5M | $0 | 8 | 0 |
| Jun 2019 | $103.5M | $103.5M | $0 | 7 | 0 |
| May 2019 | $103.5M | $103.5M | $0 | 8 | 0 |
| Apr 2019 | $103.5M | $103.5M | $0 | 6 | 0 |
| Mar 2019 | $103.5M | $103.5M | $0 | 5 | 0 |
| Feb 2019 | $103.5M | $103.5M | $0 | 6 | 0 |
| Jan 2019 | $100.2M | $100.2M | $0 | 5 | 0 |
| Oct 2018 | $100.2M | $100.2M | $0 | 6 | 0 |
| Jun 2018 | $100.2M | $100.2M | $0 | 6 | 0 |
| Apr 2018 | $0 | $0 | $0 | 6 | 0 |
| Mar 2018 | $0 | $0 | $0 | 6 | 0 |
| Jan 2018 | $0 | $0 | $0 | 1 | 0 |
DateMay 2025
Total AUM$258.2M
Discretionary$237.4M
Non-Disc.$20.8M
Employees8
Clients0
DateApr 2025
Total AUM$258.2M
Discretionary$237.4M
Non-Disc.$20.8M
Employees7
Clients0
DateFeb 2025
Total AUM$216M
Discretionary$192.3M
Non-Disc.$23.7M
Employees7
Clients0
DateFeb 2024
Total AUM$216M
Discretionary$192.3M
Non-Disc.$23.7M
Employees8
Clients0
DateMar 2023
Total AUM$190.6M
Discretionary$171.2M
Non-Disc.$19.4M
Employees8
Clients0
DateFeb 2023
Total AUM$222.7M
Discretionary$202.1M
Non-Disc.$20.6M
Employees8
Clients0
DateJan 2023
Total AUM$222.7M
Discretionary$202.1M
Non-Disc.$20.6M
Employees8
Clients0
DateJun 2022
Total AUM$222.7M
Discretionary$202.1M
Non-Disc.$20.6M
Employees7
Clients0
DateFeb 2022
Total AUM$222.7M
Discretionary$202.1M
Non-Disc.$20.6M
Employees8
Clients0
DateJan 2022
Total AUM$182.5M
Discretionary$167.6M
Non-Disc.$14.9M
Employees4
Clients0
DateJun 2021
Total AUM$182.5M
Discretionary$167.6M
Non-Disc.$14.9M
Employees5
Clients0
DateMay 2021
Total AUM$182.5M
Discretionary$167.6M
Non-Disc.$14.9M
Employees6
Clients0
DateMar 2021
Total AUM$182.5M
Discretionary$167.6M
Non-Disc.$14.9M
Employees7
Clients0
DateSep 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees8
Clients0
DateJun 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees8
Clients0
DateApr 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees8
Clients0
DateMar 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees9
Clients0
DateFeb 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees9
Clients0
DateJan 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees8
Clients0
DateJan 2020
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees7
Clients0
DateDec 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees7
Clients0
DateAug 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees8
Clients0
DateJun 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees7
Clients0
DateMay 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees8
Clients0
DateApr 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$103.5M
Discretionary$103.5M
Non-Disc.$0
Employees6
Clients0
DateJan 2019
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees5
Clients0
DateOct 2018
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees6
Clients0
DateJun 2018
Total AUM$100.2M
Discretionary$100.2M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0