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MSM Financial Strategies

MSM Financial Strategies. CRD 125889

MSM Financial Strategies logo

CRD: 125889

MSM Financial Strategies

Manhasset, NY, 11030
5165952303
$37.0M Total AUM
$36.0M Disc. AUM
-- 3Y CAGR
3 Employees
34 ADV. Clients
26 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company
Clients
Retail and Institutional
Platforms
--
Established Date
06-30-1999
Office Locations
3

Office Locations

180 South Street NEW Providence NJ
-- Bronxville NY
-- Manhasset NY

About MSM Financial Strategies

MSM Financial Strategies is a fee-only RIA providing personalized portfolio management and financial planning, including retirement and income strategies plus legacy and charitable planning. The firm serves individuals and nonprofit organizations across taxable, IRA, employer plan and trust accounts. Advice is unbiased with no brokerage or product-provider affiliation; the practice custodies with Charles Schwab and publishes a quarterly market update and outlook.

Team overview

-- AVG AGE
$12.3M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
4.5 yrs AVG TENURE
3 Employees
3 Advisory Reps
1 RIA Reps
26yrs Firm Age

Insights

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Asset Classes

Crest prime Value value

Client Personas

Foundation delta

Investment Themes

Legacy Delta

Investment Vehicles

Ridge

Services

Horizon Frontier Unison atlas Summit matrix Beacon radial Signal Fusion ember

Owner & Executives

P

PATRICIA ANN MCDONNELL

Chief Compliance Officer, Partner

CRD
#4643557
Ownership
25% but less than 50%
(480) 986-5284
oak.element@wavecapital.com
in linkedin.com/in/timber-summit
J

JOHN ANTHONY MCGUIRE

Partner

CRD
#4643530
Ownership
25% but less than 50%
(926) 587-2445
matrix.pathway@ridgecapital.com
in linkedin.com/in/quantum-focus
F

Fusion insight

Beacon ember

CRD
#98381
Ownership
39.5%
(640) 874-1862
eagle.ember@signalcapital.com
in linkedin.com/in/signal-capital

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $36,000,000 --
Non-Discretionary $1,000,000 --
Total $37,000,000 --

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Separately Managed Accounts

Total SMA Asset: $37,000,000

$37.0M Total SMA
Other:
26.2%
Cash:
39.1%
Equity - Exchange:
34.7%
Asset class Assets Assets %
Other $224,965,587 26.2%
Cash $335,731,086 39.1%
Equity - Exchange $297,950,607 34.7%
Total $858,647,280 100.0%

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