$171.9M Total AUM
$171.9M Disc. AUM
6.5% 3Y CAGR
2 Employees
270 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
990 Washington Street Dedham MA
About Financial Solutions Associates
Financial Solutions Associates is a Dedham-based RIA. The firm has been operating for 32 years. Managing $171.9M in total assets under management, with 2 advisory representatives. They custody assets with Bank OF America and Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
34 AVG AGE
$85.9M AVG AUM / ADVISOR
$636.6K AVG AUM / CLIENT
21.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Beacon Horizon
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Investment Themes
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Investment Vehicles
Frontier Matrix
Services
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Owner & Executives
Brett Charles Goverman
Managing Member, Owner
- CRD
- #6606767
- Ownership
- 75% or more
(947) 359-2812
matrix.catalyst@valuecapital.com
in linkedin.com/in/peak-frontier
Showing 1 of 1 owners & executives
Unlock allContacts
BARNET GOVERMAN
Financial Advisor
- CRD
- #1939080
(471) 563-3108
eagle.north@vitalcapital.com
in linkedin.com/in/quantum-momentum
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,891,000 | $301,563 |
| Non-Discretionary | $0 | -- |
| Total | $171,891,000 | $301,563 |
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Separately Managed Accounts
Total SMA Asset: $171,891,000
Public Funds:
31.6% Other:
27.1% Cash:
20.1% Equity - Exchange:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,731,570,916 | 31.6% |
| Other | $1,484,986,450 | 27.1% |
| Cash | $1,101,410,614 | 20.1% |
| Equity - Exchange | $1,161,686,818 | 21.2% |
| Total | $5,479,654,798 | 100.0% |