Finivi Inc.

Overview

Finivi Inc. is an SEC registered investment adviser based in Westborough, MA, registered since 2018. It reports $308M in assets under management across 1,293 accounts, with 10 employees. It has 7 investment adviser representatives.

Reported AUM

$308M

Discretionary

93%

Accounts

1,293

Average account

$239K

Employees

10

Advisory reps

7

Registered since

2018

Jurisdictions

9

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 2 of 2

• Eric Clement Jansen Founder, President, Chief Investment Officer CRD 1719437
• Steven Craig Johnson Principal CRD 1995029

Advisory reps 3 of 7

• Evan Fischthal Investment Adviser Rep CRD 8226379
• Eric Clement Jansen Insurance Agent · Investment Adviser Rep CRD 1719437
• Steven Craig Johnson Insurance Agent · Investment Adviser Rep CRD 1995029

4 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1400 Computer Dr
Westborough, MA 01581

County

Worcester

Metro area

Worcester, MA-CT

Region

Northeast

Registrations

• SEC registered
• Registered in 9 jurisdictions
• Website: finivi.com

Every state, with registration dates

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