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MSM FINANCIAL STRATEGIES
CRD 125889
1129 NORTHERN BOULEVARD, SUITE 404, MANHASSET, NY, 11030, United States
Phone
516-595-2303
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$37.0M
Discretionary AUM
$36.0M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $17.1M |
| High net worth individuals | 7 | $18.2M |
| Charitable organizations | 1 | $1.7M |
All web addresses on file
Official SEC filing: View on IAPD