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MSA FINANCIAL
BRAINTREE, MA
781-843-3500
SEC #801-72425Total AUM
$1.4B
Employees
19Clients
1,339Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
25 BRAINTREE HILL OFFICE PARK
SUITE 303
BRAINTREE
MA 02184
United States
SUITE 303
BRAINTREE
MA 02184
United States
Operating Hours
9:00 A.M.-5:00 P.M.
Monday - Friday
Monday - Friday
Phone
781-843-3500
Other Offices
1
Financials
Total AUM
$1.4B
Accounts
3,271Discretionary
$1.4B
Accounts
3,252Non-Discretionary
$35.8M
Accounts
19
Clients
Individual Clients
850AUM
$288.1M
HNW Individual Clients
474AUM
$1.1B
Pension/Profit Sharing Plan Clients
14AUM
$36.9M
Corporation or Business Clients
1AUM
$2M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZCACTFLMAMDMENCNHNJNYOHPARISCTXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.