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AMA OFFICE SOLUTIONS LLC
CRD 338091
1548 GREAT PLAIN AVE, NEEDHAM, MA, 02492, United States
Phone
612-616-0161
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Corporations/business entities | 10 | $0 |
All web addresses on file
Official SEC filing: View on IAPD