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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 30, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERNSTEIN, DANIEL, ADAM | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| INTERIM HOLDINGS, LLC | DE | MANAGING MEMBER | E | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | CHIEF COMPLIANCE OFFICER AND PRINCIPAL | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JANSEN, ERIC, CLEMENT | I | FOUNDER, PRESIDENT, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| JOHNSON, STEVEN, CRAIG | I | PRINCIPAL | C | Control |
| Johnson, Steven, C | I | PRINCIPAL | C | Control |
| Johnson, Steven, C | I | PRINCIPAL | C | Control |
Registrations
Federal
IA
May 30, 2025 REGISTERED
Notice Filings (9)
CA CO CT FL MA ME NH RI TX
Address
1400 COMPUTER DRIVEWESTBOROUGH, MA 01581
United States
Phone: (508) 870-0440