$45.9M Total AUM
$45.9M Disc. AUM
-- 3Y CAGR
3 Employees
247 ADV. Clients
27 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-18-1998
- Office Locations
- 1
Office Locations
6 Courthouse Lane Unit 15 Chelmsford MA
About Merrimack Valley Financial Advisors, Inc.
Merrimack Valley Financial Advisors, Inc. is a Chelmsford-based RIA. The firm has been operating for 27 years. Managing $45.9M in total assets under management, with 3 advisory representatives. They custody assets with Fidelity/NFS.
Team overview
35 AVG AGE
$15.3M AVG AUM / ADVISOR
$185.7K AVG AUM / CLIENT
11.7 yrs AVG TENURE
3 Employees
3 Advisory Reps
3 RIA Reps
27yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BRIAN FRANCIS MCLARNEY
Chief Compliance Officer, President
- CRD
- #2213053
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
K
Kyle Gavin
--
- CRD
- #8027171
Available
Available
Available
B
Brian Michael McLarney
Investment Advisor
- CRD
- #6545415
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,875,015 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,875,015 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing