Investment adviser · CRD 107768
MSA FINANCIAL
Investment adviser filing (IA)
MARINO, STRAM AND ASSOCIATES LLC
BRAINTREE, MA, United States · Form ADV filed Jun 18, 2026
- Regulatory AUM
- $1.41B Form ADV · Item 5.F
- Client accounts
- 3,271 Accounts, not individual clients
- Employees
- 19 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 474 | $1,078,298,515 | 76.7% |
| Individuals | 850 | $288,054,935 | 20.5% |
| Retirement plans | 14 | $36,942,166 | 2.6% |
| Corporations & businesses | Fewer than 5 | $2,031,603 | 0.1% |
Filing source
Form ADV 2114363 · Jun 18, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe 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: Jun 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
25 BRAINTREE HILL OFFICE PARK, SUITE 303BRAINTREE, MA, 02184, United States
CRD 107768
Filing source
Form ADV 2114363 · Jun 18, 2026 · 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.