Mcnamara Financial Services, Inc. is a large advisory firm based in Marshfield. It manages $389.28 million of regulatory assets for 2,315 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of California, Connecticut, Florida, and 8 other states.
Mcnamara Financial Services provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcnamara Financial Services, Inc. is $389.28 million. The firm's AUM has grown by 79% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcnamara Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, pension and profit sharing plans, and state or municipal government entities. The largest group of clients of Mcnamara Financial Services is individuals with 654 clients and $193.85 million of assets under management. Among the 8 most similar advisory firms, Mcnamara Financial Services has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $389.28 million for 787 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mcnamara Financial Services doesn't advise any private funds.
The company employs 9 people that are either part- or full-time employees. 44 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mcnamara Financial Services, Inc. performs its advisory services is located at 1020 Plain Street, Marshfield, MA 02050, which is also the mailing address of the firm. An additional office of the firm is in Chelmsford, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-834-2010 or by fax 781-834-2056. The normal business hours are 8:00 a.m to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at mcnamarafinancial.com/.