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FINANCIAL SOLUTIONS ASSOCIATES
990 Washington St
Suite 317
Dedham, Massachusetts 02026
Tel: 781-251-0505
About FINANCIAL SOLUTIONS ASSOCIATES
FINANCIAL SOLUTIONS ASSOCIATES, formally registered with the SEC as FINANCIAL SOLUTIONS ASSOCIATES. The firm was established in 04/23/2021. They have over 1 offices throughout the country.
FINANCIAL SOLUTIONS ASSOCIATES is a Dedham, Massachusetts based Financial Planning firm with nearly $136,011,284 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111456 |
| SEC# | 801-120911 |
| Assets Managed by Firm | $136,011,284 |
| No. of Clients | 158 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 158 | $136,011,284 |
| Individuals (other than high net worth individuals) | 97 | $38,118,108 |
| High net worth individuals | 61 | $97,893,176 |
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