Overview
Assets Under Management: $2.5 billion
Headquarters: NEWTOWN, PA
High-Net-Worth Clients: 35
Average Client Assets: $40 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 35
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 55.75
Average High-Net-Worth Client Assets: $40 million
Total Client Accounts: 6,091
Discretionary Accounts: 5,908
Non-Discretionary Accounts: 183
Regulatory Filings
CRD Number: 305834
Filing ID: 2008689
Last Filing Date: 2025-08-08 17:19:00
Website: https://msfsolutions.com