Hedge Fund Database

MCNAMARA FINANCIAL SERVICES, INC.

Adviser information for MCNAMARA FINANCIAL SERVICES, INC. last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Corporation
Fiscal Year End DECEMBER
Legal Location Massachusetts, United States

Employees

Total Number of Employees 11
Investment Advisory/Research 4
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 4
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 2,455 $584.0M
Non-Discretionary 139 $20.8M
Total 2,594 $604.8M

Clients

Type Number RAUM
Individuals 631 $207.6M
HNW Individuals 239 $395.8M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations <5 $522,824
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 6 $894,262
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 11-25

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPension consulting services
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-71682
SEC ERA File Number 801-71682
SEC CIK Numbers 1622431
SEC CRD Numbers 154311
Legal Entity Identifier None

Principal Office

1020 PLAIN STREET
SUITE 200
MARSHFIELD
MA
United States
Monday - Friday, 8:00 A.M TO 5:00 P.M.
Tel: 781-834-2010, Fax: 781-834-2056

Websites

rpcontributor.com/ www.facebook.com/mcnamarafinancial/ www.podbean.com/podcast-detail/p9dij-1f5c6c/mcnamaraonmoney-podcast soundcloud.com/user-901426612 www.smartwithmoneyfair.com/ www.mcnamarafinancial.com/ mcnamarafinancial.com/radio-show www.linkedin.com/company/mcnamara-financial-services-inc-/ mcnamaraofthemerrimack.com/ instagram.com/mcnamarafinancial www.facebook.com/mcnamaraofthemerrimack/

Chief Compliance Officer

ALYSSA MCNAMARA REED
SECRETARY AND TREASURER
1020 PLAIN STREET
SUITE 200
MARSHFIELD
MA
United States
Tel: 781-834-2010
Fax: 781-834-2056
(Full email address available in API data)

Regulatory Contact

DEANNA HUTCHINSON
OPERATIONS AND COMPLIANCE MANAGER
1020 PLAIN STREET
SUITE 200
MARSHFIELD
MA
United States
Tel: 781-834-2010
Fax: 781-834-2056
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MCNAMARA, MICHAEL, JOSEPH Individual – PRESIDENT & DIRECTOR 12/2005 > 75%
REED, ALYSSA, MCNAMARA Individual – CHIEF COMPLIANCE OFFICER, SECRETARY,TREASURER 12/2005 10-25%
MCNAMARA, JUSTIN, JACOBSON Individual – VICE PRESIDENT 12/2005 10-25%

No. Employees, Historic

2010020192020202120222023202420259 on 4/15/20199 on 7/30/20199 on 10/15/20199 on 1/24/202011 on 3/26/202011 on 6/25/202011 on 6/25/202011 on 3/31/202111 on 3/30/202211 on 10/11/202212 on 3/8/202312 on 3/28/202312 on 9/21/202311 on 3/22/2024

RAUM, Historic

700M350M02019202020212022202320242025389284930 on 4/15/2019389284930 on 7/30/2019389284930 on 10/15/2019389284930 on 1/24/2020453810779 on 3/26/2020453810779 on 6/25/2020453810779 on 6/25/2020510957683 on 3/31/2021589168381 on 3/30/2022499011055 on 10/11/2022521204392 on 3/8/2023521204392 on 3/28/2023521204392 on 9/21/2023604820307 on 3/22/2024

No. Clients, Historic

1,00050002019202020212022202320242025787 on 4/15/2019787 on 7/30/2019787 on 10/15/2019787 on 1/24/2020823 on 3/26/2020823 on 6/25/2020823 on 6/25/2020861 on 3/31/2021900 on 3/30/2022920 on 10/11/2022912 on 3/8/2023912 on 3/28/2023912 on 9/21/2023876 on 3/22/2024

Holdings

From latest 13F, filed August 1st, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMAZON COM INC COM 414K 2K –
APPLE INC COM 2M 8K –
BROADCOM INC COM 517K 322 –
CAPITAL GROUP CORE BALANCED SHS 353K 12K –
CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI 235K 7K –
CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI 261K 9K –
CAPITAL GROUP GROWTH ETF SHS CREATION UNI 237K 7K –
DESTINATION XL GROUP INC COM 50K 14K –
DIMENSIONAL ETF TRUST GLOBAL REAL EST 1M 46K –
DIMENSIONAL ETF TRUST INTL SMALL CAP E 2M 61K –
ELEVANCE HEALTH INC COM 205K 378 –
EXXON MOBIL CORP COM 459K 4K –
FIRST TR EXCHANGE-TRADED FD MANAGD MUN ETF 309K 6K –
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 676K 48K –
INVESCO DB COMMDY INDX TRCK UNIT 523K 23K –
INVESCO EXCH TRADED FD TR II FTSE RAFI DEV 298K 6K –
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000 2M 43K –
ISHARES INC CORE MSCI EMKT 548K 10K –
ISHARES TR RUS 1000 VAL ETF 423K 2K –
ISHARES TR CORE S&P SCP ETF 4M 38K –
ISHARES TR NEW YORK MUN ETF 698K 13K –
ISHARES TR NATIONAL MUN ETF 22M 211K –
ISHARES TR SHRT NAT MUN ETF 4M 43K –
ISHARES TR RUS 2000 VAL ETF 287K 2K –
ISHARES TR RUS 1000 ETF 2M 8K –
ISHARES TR MSCI ACWI ETF 236K 2K –
ISHARES TR RUS 1000 GRW ETF 594K 2K –
ISHARES TR RUSSELL 2000 ETF 240K 1K –
ISHARES TR CORE MSCI EAFE 770K 11K –
ISHARES TR 0-5YR HI YL CP 970K 23K –
ISHARES TR MSCI USA ESG SLC 347K 3K –
ISHARES TR CORE S&P500 ETF 135M 247K –
JOHNSON & JOHNSON COM 335K 2K –
MICROSOFT CORP COM 250K 559 –
NOVO-NORDISK A S ADR 371K 3K –
NUSHARES ETF TR NUVEEN ESG INTL 819K 26K –
NUSHARES ETF TR NUVEEN ESG SMLCP 301K 8K –
NUSHARES ETF TR NUVEEN ESG EMRGN 451K 16K –
NUSHARES ETF TR NUVEEN ENHNC YLD 417K 20K –
PALO ALTO NETWORKS INC COM 353K 1K –
PEPSICO INC COM 2M 9K –
PIMCO ETF TR INTER MUN BD ACT 359K 7K –
PROCTER AND GAMBLE CO COM 400K 2K –
SELECT SECTOR SPDR TR TECHNOLOGY 207K 915 –
SPDR INDEX SHS FDS PORTFOLIO DEVLPD 77M 2M –
SPDR INDEX SHS FDS PORTFOLIO EMG MK 34M 892K –
SPDR SER TR PORTFOLIO S&P600 19M 464K –
SPDR SER TR BLOOMBERG EMERGI 1M 65K –
SPDR SER TR BLOOMBERG 1 10 Y 1M 57K –
SPDR SER TR PORTFOLIO S&P500 10M 162K –
SPDR SER TR BLOOMBERG EMG MK 394K 17K –
SPDR SER TR PORTFOLIO AGRGTE 57M 2M –
SPDR SER TR BLOOMBERG 1-3 MO 16M 179K –
SSGA ACTIVE ETF TR BLACKSTONE SENR 724K 17K –
SSGA ACTIVE ETF TR SPDR TR TACTIC 25M 619K –
SSGA ACTIVE TR SPDR NUVEEN MUN 582K 20K –
VANGUARD BD INDEX FDS SHORT TRM BOND 205K 3K –
VANGUARD INDEX FDS GROWTH ETF 970K 3K –
VANGUARD INDEX FDS REAL ESTATE ETF 325K 4K –
VANGUARD INDEX FDS SML CP GRW ETF 693K 3K –
VANGUARD INDEX FDS VALUE ETF 680K 4K –
VANGUARD INDEX FDS MCAP VL IDXVIP 673K 4K –
VANGUARD INDEX FDS SMALL CP ETF 6M 29K –
VANGUARD INDEX FDS S&P 500 ETF SHS 272K 544 –
VANGUARD INDEX FDS SM CP VAL ETF 1M 8K –
VANGUARD INDEX FDS MCAP GR IDXVIP 779K 3K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 5M 108K –
VANGUARD MUN BD FDS TAX EXEMPT BD 5M 108K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 7M 39K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 6M 129K –
VANGUARD WHITEHALL FDS EM MK GOV BD ETF 410K 7K –
VANGUARD WHITEHALL FDS HIGH DIV YLD 2M 15K –
VANGUARD WHITEHALL FDS INTL HIGH ETF 876K 13K –
WISDOMTREE TR INTL EQUITY FD 279K 5K –
WISDOMTREE TR US SMALLCAP DIVD 387K 12K –
WISDOMTREE TR YIELD ENHANCD US 400K 9K –
WISDOMTREE TR EMER MKT HIGH FD 369K 9K –