AMA OFFICE SOLUTIONS LLC

Overview

AMA Office Solutions LLC is a small, individually owned limited liability company that provides accounting and advisory services to institutions. Its regulatory snapshot lists the firm as unclassified and does not show an SEC registration year. The firm’s stated business activities center on accounting work while its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the production of periodicals or newsletters alongside educational seminars and workshops. The firm’s fee arrangements are a mix of percentage-of-AUM billing, hourly charges, and fixed fees. The snapshot indicates the firm is not an active ESG investor, is not a multi-state adviser, and is not a capital allocator or related adviser. There is some ambiguity around pension work: pension consulting is listed among the firm’s advisory activities and appears under industry affiliations, yet the snapshot flags “Pension Consultant: No,” suggesting the designation or regulatory status as a pension consultant is not confirmed.

Assets & Accounts