MSA FINANCIAL

25 Braintree Hill Office Park
Suite 303
Braintree, Massachusetts 02184
Tel: 781-843-3500

About MSA FINANCIAL

MSA FINANCIAL, formally registered with the SEC as MSA FINANCIAL. The firm was established in 06/13/2011. They have over 2 offices throughout the country.

MSA FINANCIAL is a Braintree, Massachusetts based Financial Planning firm with nearly $1,168,995,005 assets under management, offering retirement planning & investment advisory services to 3165 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107768
SEC#	801-72425
Assets Managed by Firm	$1,168,995,005
No. of Clients	3165
No. of Advisors	19

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	3165	$1,168,995,005
Individuals (other than high net worth individuals)	904	$283,532,659
High net worth individuals	405	$861,253,032
Pension and profit sharing plans	9	$23,332,933
Corporations or other businesses	Fewer than 5 clients	$876,381

More Retirement Planning firms in Braintree, Massachusetts:

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FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

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