McNamara Financial Services is an investment advisor in Marshfield with $499.01 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203816826
SEC advisor number
801-71682
FINRA CRD number
154311
AUM ?
$604.82 mm
(as of 22 Mar 24)
Accounts
2,594
(as of 22 Mar 24)
Employees
11
(4 investment advisory or research)
Address
McNamara Financial Services
1020 PLAIN STREET
SUITE 200
MARSHFIELD
MA 02050
1020 PLAIN STREET
SUITE 200
MARSHFIELD
MA 02050
Phone
781-834-2010
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
1 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
29 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
20 Jul 23
13F-HR
Quarterly holdings report by institutional manager
10 Apr 23
13F-HR
Quarterly holdings report by institutional manager
19 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
13 Jul 22
13F-HR
Quarterly holdings report by institutional manager
2 May 22