RIA Intel›Advisers›Massachusetts›FINARC INVESTMENTS, INC.

FINARC INVESTMENTS, INC.

Advisory

N·NORWOOD, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$188M
1-Year AUM Growth
+9.4%
3-Year CAGR
+4.5%
Employees
2
Assets Under Management
Total AUM$188M
Discretionary AUM$188M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients97
Team
Total Employees2
Investment Advisers4
Employee Growth (1Y)-33.3%
Filing History
Total Filings on Record13
First FilingApr 13, 2017
Latest FilingMar 27, 2026
🔒 Full AUM trend chart and 13 historical filings spanning 9+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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