M
$45.0M Total AUM
$45.0M Disc. AUM
-- 3Y CAGR
1 Employees
90 ADV. Clients
13 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-23-2013
- Office Locations
- 1
Office Locations
131 Main Street Reading MA
About MS Financial Services, LLC
MS Financial Services, LLC is a Reading-based RIA. The firm has been operating for 13 years. Managing $45.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$45.0M AVG AUM / ADVISOR
$500.0K AVG AUM / CLIENT
5.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
N
NEWTON MICHAEL SPURR
Chief Compliance Officer, Partner, President
- CRD
- #3130177
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $45,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $45,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Corporate - Investment Grade:
Available Public Funds:
Available Equity - Exchange:
Available Corporate - Non-Investment Grade:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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