MSA Financial
Firm details
- Headquarters
- Braintree, Massachusetts
- CRD number
- 107768
- Registered since
- June 13, 2011
- Website
- www.msaplan.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.73%
- Individuals20.5%
- Pension & Profit Sharing Plans2.63%
- Corporations / Businesses0.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
MSA Financial is an independent registered investment adviser organized as an LLC and acting as a capital allocator for both individual/family and institutional clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, institutional and business portfolio management, pension consulting services, and manager selection. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. MSA Financial does not position itself as an ESG-focused investor and is not a multi-state adviser per the available filing details.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities41%
- Cash & Cash Equivalents4%
- State & Local Bonds3%
Contacts
3 of 8
Brandon Roy
Senior Associate & Financial AdvisorCRD 6696190
Robert Roy
Financial AdvisorCRD 1528646
Richard Stram
Financial Advisor & Managing DirectorCRD 1705331
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$523M in ETFs
79%
$411M
3%
$113M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $89.7M | 567,525 | 17.14% |
Location
Braintree, MA
Norfolk
Location
Braintree, MA
Headquartered in Braintree, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Norfolk
- Address
- 25 Braintree Hill Office Park
- Time zone
- ET (UTC-5)
- Office locations
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