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Building 2FINANCIAL SOLUTIONS ASSOCIATES

Map pinDEDHAM, MA
Phone781-251-0505
NotebookSEC #801-121840
Total AUM
$171.9M
Employees
2
Clients
270

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
990 WASHINGTON STREET
SUITE 317
DEDHAM
MA 02026
United States
Operating Hours
9:00-5:00
Monday - Friday
Phone
781-251-0505

ReceiptFinancials

Total AUM
$171.9M
Accounts
570
Discretionary
$171.9M
Accounts
570
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
190
AUM
$40.4M
HNW Individual Clients
80
AUM
$131.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMENHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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