Factor Investing Group

Factor Investing Group (CRD# 315131) is a financial advisory firm headquartered in Westborough, MA. They manage $228,000,000 in 732 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
8 Lyman Street, Suite 204, Westborough, MA 01581
https://www.linkedin.com/company/melfa-wealth-management/
By the Numbers
  • Total Assets Under Management
    228
    MILLION
  • Total Number of Accounts
    732
    ACCOUNTS
  • Average Account Value
    $311,475
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, MI, NH, RI, TX

Financial Advisors at Factor Investing Group
Showing 1 - 4 of 4 top financial advisors.
1
Victor Melfa, financial advisor Newport RI
Victor J. Melfa
CRD#: 3134955
100 Bellevue Ave, Newport, RI 02840

Victor Melfa (CRD# 3134955) is an Investment Advisor Representative working at Factor Investing Group in Newport, RI and has over 25 years of experience in the finance industry.

2
Victor Melfa, financial advisor Westborough MA
Victor J. Melfa
CRD#: 5173860
8 Lyman Street, Suite 204, Westborough, MA 01581

Victor Melfa (CRD# 5173860) is an Investment Advisor Representative working at Factor Investing Group in Westborough, MA and has over 15 years of experience in the finance industry.

3
Christopher Chang, financial advisor Traverse City MI
Christopher R. Chang
CRD#: 1802251
309 Cass St, Suite 100, Traverse City, MI 49684

Christopher Chang (CRD# 1802251) is an Investment Advisor Representative working at Factor Investing Group in Traverse City, MI and has over 35 years of experience in the finance industry.

4
Kendra Rasner, financial advisor Traverse City MI
Kendra Rasner
CRD#: 7340239
309 Cass St, Suite 100, Traverse City, MI 49684

Kendra Rasner (CRD# 7340239) is an Investment Advisor Representative working at Factor Investing Group in Traverse City, MI and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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