Mcnamara Financial Services, Inc.

$797.9MAssets under management
as of Feb 2026 · SEC Form ADV
Marshfield, MA
Visit website
4 people on Advicer connected to this.

Tech stack

No one at Mcnamara Financial Services, Inc. has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $440M held · filed Mar 2024
Pershing
Per Form ADV · $123M held · filed Mar 2024