FINANCIAL SOLUTIONS ASSOCIATES

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Company Profile

As of Date 04/30/2026
ADV Location United States, MA
Websites
AUM* 324,826,812 26%
of that, discretionary 324,826,812 26%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 436,595 17%
High Net Worth 32.66% 1%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Recent News

Reported AUM

325M 278M 232M 186M 139M 93M 46M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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