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, owner-operated registered investment adviser organized as an LLC and SEC-registered since 2011. The firm acts as a capital allocator, serving both individual/family and institutional clients. Its advisory offering includes financial planning, discretionary portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting-related services, and selection of third-party advisers. Fee arrangements include assets-under-management fees as well as hourly and fixed-fee engagements. MSA Financial is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 8BRANDON 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 97Active vs passive
$462M in ETFs
78%
$359M
3%
$103M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND (VYM) | Vanguard | $82.9M | 559,760 | 17.95% |
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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