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FINANCIAL SOLUTIONS ASSOCIATES
GOVERMAN FINANCIAL SOLUTIONS, LLC
CRD 130397 · SEC 801-121840
990 WASHINGTON STREET, SUITE 317, DEDHAM, MA, 02026, United States
Phone
781-251-0505
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$171.9M
Discretionary AUM
$171.9M
Team
2 total employees; 2 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 190 | $40.4M |
| High net worth individuals | 80 | $131.5M |
States served
CA, ME, MA, NY, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD