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MS FINANCIAL SERVICES, LLC
CRD 166496
131 MAIN STREET, READING, MA, 01867, United States
Phone
(781) 944-4960
Fax
(781) 944-6101
Registration
— (—)
Source
State registered
Total AUM
$45.0M
Discretionary AUM
$45.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-11
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $20.9M |
| High net worth individuals | 15 | $23.8M |
Official SEC filing: View on IAPD