FINANCIAL SOLUTIONS ASSOCIATES
SUSTAINABLE INVESTMENT SOLUTIONS, LLC Legal Name
Adviser information for FINANCIAL SOLUTIONS ASSOCIATES last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 154 | $126.2M |
| Non-Discretionary | 0 | $0 |
| Total | 154 | $126.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 93 | $34.6M |
| HNW Individuals | 61 | $91.6M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-120911 |
|---|---|
| SEC ERA File Number | 801-120911 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 111456 |
| Legal Entity Identifier | None |
Principal Office
990 WASHINGTON STSUITE 317
DEDHAM
MA
United States
Monday - Friday, 9:00 - 5:00
Tel: 781-251-0505, Fax: 781-461-2969
Chief Compliance Officer
ALEXANDER BURKE
PRESIDENT & MANAGING MEMBER
990 WASHINGTON ST.
SUITE 317
DEDHAM
MA
United States
Tel:
781-251-0505
Fax:
781-461-2969
A***@*********************T
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| BURKE, ALEXANDER, EVAN | Individual | – | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | 11/2012 | < 5% |
| ALEXANDER E BURKE FAMILY TRUST | Domestic Entity | – | MEMBER | 07/2023 | > 75% |
| BURKE, ALEXANDER, EVAN | Individual | ALEXANDER E BURKE FAMILY TRUST | TRUSTEE | 07/2023 |