AMA Office Solutions LLC

Overview

AMA Office Solutions LLC is a Massachusetts-based limited liability company that provides advisory and accounting-related services to institutional clients. The firm is owned by an individual and describes its business activities as including accounting work alongside a range of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting services, periodic publications or newsletters, and educational seminars or workshops. Its fee arrangements are flexible and include percentage-of-AUM, hourly charges, and fixed fees, suggesting it offers both project-based and ongoing advisory relationships. The firm does not position itself as an ESG-focused investor and is not a multi-state advisory firm. With a small client footprint and a service mix that includes publications and training, AMA Office Solutions appears to combine traditional accounting and financial-planning work with consultative services for institutional clients and smaller private clients.

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Location & Offices