Financial Solutions Associates
Financial Solutions Associates is an SEC-registered mass-market adviser in Dedham, MA with $171.9M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Financial Solutions Associates: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 130397, SEC 801-121840, data through 2026-04-30.
- AUM (assets under management / regulatory AUM)
- $171.9M (2026-04-30)
- Firm type
- Mass-Market Adviser
- Location
- Dedham, MA
- Employees
- 2
- Clients
- 270
- CRD
- 130397
- Ownership
- GOVERMAN, BARNET; Goverman, Brett, Charles
How much AUM does Financial Solutions Associates have?
Financial Solutions Associates reported $171.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-30).
Who owns Financial Solutions Associates?
Disclosed owners and executives of Financial Solutions Associates include GOVERMAN, BARNET, Goverman, Brett, Charles. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.