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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-02-2013
- Office Locations
- 1
Office Locations
About Finarc Investments, Inc.
FinArc Investments is an independent RIA designing custom investment and financial plans for individuals, families, corporate retirement plans, and nonprofits. The firm builds diversified, tax-aware portfolios tailored to risk/return needs and can implement values-based mandates, including customized social screens for direct stock and bond investors. Especially focused on entrepreneurs, women investors, and sustainable investors, with assets custodied at Schwab and Fidelity.
Team overview
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Client Personas
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Owner & Executives
MATTHEW CRAIG SLANEY
Chief Compliance Officer, DIRECTOR, Financial Advisor, Owner, President, Secretary, TREASURER
- CRD
- #2315720
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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JOHN SON CHOE
Security Analyst
- CRD
- #6287838
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $187,601,199 | $497,616 |
| Non-Discretionary | $0 | -- |
| Total | $187,601,199 | $497,616 |
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Separately Managed Accounts
Total SMA Asset: $187,601,199
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $617,224,568 | 11.6% |
| Public Funds | $2,186,890,494 | 41.1% |
| Corporate - Investment Grade | $1,441,964,292 | 27.1% |
| Cash | $1,074,822,092 | 20.2% |
| Total | $5,320,901,446 | 100.0% |