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FINANCIAL SOLUTIONS ASSOCIATES

SUSTAINABLE INVESTMENT SOLUTIONS, LLC

CRD 111456 · SEC 801-120911

Visit website

990 WASHINGTON ST, SUITE 317, DEDHAM, MA, 02026, United States

Phone

781-251-0505

Fax

781-461-2969

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$152.9M

Discretionary AUM

$152.9M

Team

1 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-03

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals109$38.5M
High net worth individuals65$114.4M

States served

CA, ME, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD