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MSA FINANCIAL
Legal name: MARINO, STRAM AND ASSOCIATES LLC
CRD 107768File 801-72425
APPROVED
Retail clients
Custody
Filing as of Jun 18, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.41B
Above cohort median (national)
Discretionary AUM
$1.37B
Non-discretionary $35.8M
Clients
1,338
3,271 accounts
Employees
19
Above cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Jun 13, 2011
- Principal office
- 25 BRAINTREE HILL OFFICE PARK, SUITE 303, BRAINTREE, MA, 02184
- Phone
- 781-843-3500
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.41B
- Discretionary AUM
- $1.37B
- Non-discretionary AUM
- $35.8M
- Discretionary accounts
- 3,252
- Non-discretionary accounts
- 19
- Total accounts
- 3,271
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $2.0M |
| High net worth individuals | 474 | $1.08B |
| Pension and profit sharing plans | 14 | $36.9M |
| Individuals (other than high net worth individuals) | 850 | $288.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.