Investment adviser · CRD 14251

MSI FINANCIAL SERVICES, INC.

Investment adviser filing (IA)

SPRINGFIELD, MA, United States · Form ADV filed Jan 3, 2017

Regulatory AUM
$13.8B
Form ADV · Item 5.F
Client accounts
105,831
Accounts, not individual clients
Employees
8,508
Reported in this filing
Advisory professionals
4,082
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jan 3, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

1295 STATE STREET
SPRINGFIELD, MA, 01111, United States

CRD 14251

Filing source

Form ADV 1059097 · Jan 3, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.