firm profile
Factor Investing Group
Overview
Factor Investing Group is an SEC registered investment adviser based in Westborough, MA, registered since 2021. It reports $349M in assets under management across 894 accounts, with 6 employees. It has 4 investment adviser representatives.
- Reported AUM
- $349M
- Discretionary
- 100%
- Accounts
- 894
- Average account
- $39K
- Employees
- 6
- Advisory reps
- 4
- Registered since
- 2021
- Jurisdictions
- 7
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Percentage of Assets
Executive officers 3 of 3
- Victor Joseph Melfa III President, Treasurer, Director CRD 5173860
- Victor Joseph Melfa Jr President, Treasurer, Director CRD 3134955
- Karen Christine Melfa Owner CRD 7397331
Advisory reps 3 of 4
- Christopher Ren-Da Chang Investment Adviser Rep CRD 1802251
- Victor J Melfa Jr. Insurance Agent · Investment Adviser Rep CRD 3134955
- Victor Joseph Melfa III Investment Adviser Rep CRD 5173860
1 more advisory rep, with emails, phones and branch locations
Location
- Headquarters
- 8 Lyman St Ste 204
Westborough, MA 01581 - County
- Worcester
- Metro area
- Worcester, MA-CT
- Region
- Northeast
Registrations
- SEC registered
- Registered in 7 jurisdictions
- Website: factorig.com
Every state, with registration dates
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