Financial Solutions Associates
Financial Solutions Associates is an SEC-registered mass-market adviser in Dedham, MA with $152.9M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Financial Solutions Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111456, SEC 801-120911, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $152.9M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Dedham, MA
- Employees
- 1
- Clients
- 174
- CRD
- 111456
- Ownership
- PODOLSKY, MARK, STERN; BURKE, ALEXANDER, EVAN; PODOLSKY, CANDACE, POOLE; ALEXANDER E BURKE FAMILY TRUST; MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11)
How much AUM does Financial Solutions Associates have?
Financial Solutions Associates reported $152.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Financial Solutions Associates?
Disclosed owners and executives of Financial Solutions Associates include PODOLSKY, MARK, STERN, BURKE, ALEXANDER, EVAN, PODOLSKY, CANDACE, POOLE, ALEXANDER E BURKE FAMILY TRUST, MARK S. PODOLSKY REVOCABLE TRUST DATED 8-23-10 (AS AMENDED ON 9-29-11). Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.