MARINO, STRAM AND ASSOCIATES LLC
Legal name: MSA FINANCIAL
CRD #107768 SEC #801-72425 BRAINTREE, MA 781-843-3500
SEC Registered
Total AUM
$1.2B
Discretionary
$1.1B
Employees
19
Clients
11
Accounts
3,165
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1.2B | $1.1B | $22.3M | 19 | 1 |
| Oct 2025 | $1.2B | $1.1B | $22.3M | 19 | 1 |
| May 2025 | $1.2B | $1.1B | $22.3M | 19 | 1 |
| May 2025 | $1.2B | $1.1B | $22.3M | 19 | 1 |
| Feb 2025 | $1.2B | $1.1B | $22.3M | 19 | 1 |
| Jul 2024 | $1B | $1B | $386.4K | 19 | 0 |
| Jun 2024 | $1B | $1B | $386.4K | 19 | 0 |
| Feb 2024 | $1B | $1B | $386.4K | 19 | 0 |
| Nov 2023 | $870.4M | $870M | $433.8K | 19 | 0 |
| Jul 2023 | $870.4M | $870M | $433.8K | 19 | 0 |
| Feb 2023 | $870.4M | $870M | $433.8K | 19 | 0 |
| Sep 2022 | $978.1M | $977.2M | $906.2K | 18 | 0 |
| Feb 2022 | $978.1M | $977.2M | $906.2K | 18 | 0 |
| Oct 2021 | $796.9M | $794.6M | $2.3M | 18 | 0 |
| Mar 2021 | $796.9M | $794.6M | $2.3M | 18 | 0 |
| Feb 2021 | $796.9M | $794.6M | $2.3M | 18 | 0 |
| May 2020 | $676M | $673.9M | $2.1M | 18 | 0 |
| Mar 2020 | $676M | $673.9M | $2.1M | 18 | 0 |
| Nov 2019 | $528.9M | $527.2M | $1.7M | 19 | 0 |
| Jul 2019 | $528.9M | $527.2M | $1.7M | 19 | 0 |
| Mar 2019 | $528.9M | $527.2M | $1.7M | 19 | 0 |
| Dec 2018 | $526.5M | $524.5M | $2M | 18 | 0 |
| Oct 2018 | $526.5M | $524.5M | $2M | 18 | 0 |
| Aug 2018 | $526.5M | $524.5M | $2M | 18 | 0 |
| Mar 2018 | $526.5M | $524.5M | $2M | 18 | 0 |
| Mar 2018 | $526.5M | $524.5M | $2M | 18 | 0 |
| Jun 2017 | $337.7M | $336.4M | $1.4M | 14 | 800 |
| Mar 2017 | $337.7M | $336.4M | $1.4M | 14 | 800 |
| Nov 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Sep 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Apr 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Apr 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Mar 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Mar 2016 | $307.5M | $306.2M | $1.4M | 11 | 700 |
| Jul 2015 | $305.6M | $305.6M | $0 | 10 | 700 |
| Jun 2015 | $305.6M | $305.6M | $0 | 10 | 700 |
| Mar 2015 | $305.6M | $305.6M | $0 | 11 | 700 |
| Mar 2014 | $271.1M | $271.1M | $0 | 11 | 700 |
| Feb 2014 | $271.1M | $271.1M | $0 | 11 | 700 |
| Aug 2013 | $236.3M | $236.3M | $0 | 11 | 700 |
| Apr 2013 | $236.3M | $236.3M | $0 | 11 | 700 |
| Mar 2013 | $236.3M | $236.3M | $0 | 11 | 700 |
| Jul 2012 | $206.1M | $205.8M | $247.2K | 6 | 660 |
| Apr 2012 | $206.1M | $205.8M | $247.2K | 6 | 660 |
| Feb 2012 | $206.1M | $205.8M | $247.2K | 6 | 660 |
| Jun 2011 | $0 | $0 | $0 | 10 | -- |
| May 2011 | $0 | $0 | $0 | 10 | -- |
| Mar 2002 | $48.9M | $0 | $48.9M | 5 | -- |
DateNov 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.3M
Employees19
Clients1
DateOct 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.3M
Employees19
Clients1
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.3M
Employees19
Clients1
DateMay 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.3M
Employees19
Clients1
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$22.3M
Employees19
Clients1
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$386.4K
Employees19
Clients0
DateJun 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$386.4K
Employees19
Clients0
DateFeb 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$386.4K
Employees19
Clients0
DateNov 2023
Total AUM$870.4M
Discretionary$870M
Non-Disc.$433.8K
Employees19
Clients0
DateJul 2023
Total AUM$870.4M
Discretionary$870M
Non-Disc.$433.8K
Employees19
Clients0
DateFeb 2023
Total AUM$870.4M
Discretionary$870M
Non-Disc.$433.8K
Employees19
Clients0
DateSep 2022
Total AUM$978.1M
Discretionary$977.2M
Non-Disc.$906.2K
Employees18
Clients0
DateFeb 2022
Total AUM$978.1M
Discretionary$977.2M
Non-Disc.$906.2K
Employees18
Clients0
DateOct 2021
Total AUM$796.9M
Discretionary$794.6M
Non-Disc.$2.3M
Employees18
Clients0
DateMar 2021
Total AUM$796.9M
Discretionary$794.6M
Non-Disc.$2.3M
Employees18
Clients0
DateFeb 2021
Total AUM$796.9M
Discretionary$794.6M
Non-Disc.$2.3M
Employees18
Clients0
DateMay 2020
Total AUM$676M
Discretionary$673.9M
Non-Disc.$2.1M
Employees18
Clients0
DateMar 2020
Total AUM$676M
Discretionary$673.9M
Non-Disc.$2.1M
Employees18
Clients0
DateNov 2019
Total AUM$528.9M
Discretionary$527.2M
Non-Disc.$1.7M
Employees19
Clients0
DateJul 2019
Total AUM$528.9M
Discretionary$527.2M
Non-Disc.$1.7M
Employees19
Clients0
DateMar 2019
Total AUM$528.9M
Discretionary$527.2M
Non-Disc.$1.7M
Employees19
Clients0
DateDec 2018
Total AUM$526.5M
Discretionary$524.5M
Non-Disc.$2M
Employees18
Clients0
DateOct 2018
Total AUM$526.5M
Discretionary$524.5M
Non-Disc.$2M
Employees18
Clients0
DateAug 2018
Total AUM$526.5M
Discretionary$524.5M
Non-Disc.$2M
Employees18
Clients0
DateMar 2018
Total AUM$526.5M
Discretionary$524.5M
Non-Disc.$2M
Employees18
Clients0
DateMar 2018
Total AUM$526.5M
Discretionary$524.5M
Non-Disc.$2M
Employees18
Clients0
DateJun 2017
Total AUM$337.7M
Discretionary$336.4M
Non-Disc.$1.4M
Employees14
Clients800
DateMar 2017
Total AUM$337.7M
Discretionary$336.4M
Non-Disc.$1.4M
Employees14
Clients800
DateNov 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateSep 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateApr 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateApr 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateMar 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateMar 2016
Total AUM$307.5M
Discretionary$306.2M
Non-Disc.$1.4M
Employees11
Clients700
DateJul 2015
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees10
Clients700
DateJun 2015
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees10
Clients700
DateMar 2015
Total AUM$305.6M
Discretionary$305.6M
Non-Disc.$0
Employees11
Clients700
DateMar 2014
Total AUM$271.1M
Discretionary$271.1M
Non-Disc.$0
Employees11
Clients700
DateFeb 2014
Total AUM$271.1M
Discretionary$271.1M
Non-Disc.$0
Employees11
Clients700
DateAug 2013
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees11
Clients700
DateApr 2013
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees11
Clients700
DateMar 2013
Total AUM$236.3M
Discretionary$236.3M
Non-Disc.$0
Employees11
Clients700
DateJul 2012
Total AUM$206.1M
Discretionary$205.8M
Non-Disc.$247.2K
Employees6
Clients660
DateApr 2012
Total AUM$206.1M
Discretionary$205.8M
Non-Disc.$247.2K
Employees6
Clients660
DateFeb 2012
Total AUM$206.1M
Discretionary$205.8M
Non-Disc.$247.2K
Employees6
Clients660
DateJun 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMay 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$48.9M
Discretionary$0
Non-Disc.$48.9M
Employees5
Clients--