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Mcnamara Financial Services, Inc.

Overview

Assets

Assets

Last updated on May 9, 2019
    • $389.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $168.2K
      Estimated Average Account Balance

Services

Firm Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
    • -College Planning
  • Insurance
    • -Life Insurance
    • -Long-Term Care Insurance
  • Portfolio Management
    • -Individuals and/or Small Businesses

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

4

name start date
Michael J. McNamara, Ph.D, CFP®
September 2010
Alyssa McNamara Reed, CFP®
September 2010
Kirk B Reed
November 2013
Justin Jacobson Mcnamara
February 2013

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Michael Joseph Mcnamara President & Director December, 2005 75% or more
    Alyssa Mcnamara Reed Chief Compliance Officer, Secretary,Treasurer December, 2005 10% to 25%
    Justin Jacobson Mcnamara Vice President December, 2005 10% to 25%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Hourly Charges