CRD: 111456
Financial Solutions Associates
$152.9M Total AUM
$152.9M Disc. AUM
11.1% 3Y CAGR
1 Employees
174 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-19-2011
- Office Locations
- 1
Office Locations
990 Washington ST Suite 317 Dedham MA
About Financial Solutions Associates
Financial Solutions Associates is a Dedham-based RIA. The firm has been operating for 15 years. Managing $152.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$152.9M AVG AUM / ADVISOR
$878.9K AVG AUM / CLIENT
15.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
ALEXANDER EVAN BURKE
Chief Compliance Officer, Managing Member
- CRD
- #5914002
- Ownership
- Less than 5%
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $152,935,812 | $878,941 |
| Non-Discretionary | $0 | -- |
| Total | $152,935,812 | $878,941 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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