SUSTAINABLE INVESTMENT SOLUTIONS, LLC
Legal name: FINANCIAL SOLUTIONS ASSOCIATES
CRD #111456 SEC #801-120911 DEDHAM, MA 781-251-0505
SEC Registered
Total AUM
$136M
Discretionary
$136M
Employees
1
Clients
10
Accounts
158
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $136M | $136M | $0 | 1 | 0 |
| Mar 2024 | $126.2M | $126.2M | $0 | 1 | 0 |
| Mar 2023 | $112.5M | $112.5M | $0 | 1 | 0 |
| Mar 2022 | $130.6M | $130.6M | $0 | 1 | 0 |
| Mar 2021 | $113.4M | $113.4M | $0 | 1 | 3 |
| Apr 2012 | $74.6M | $74.6M | $0 | 1 | 200 |
| Apr 2012 | $74.6M | $74.6M | $0 | 1 | 200 |
| Mar 2012 | $74.6M | $74.6M | $0 | 1 | 200 |
| Mar 2012 | $74.6M | $74.6M | $0 | 1 | 200 |
| Jan 2012 | $74.6M | $74.6M | $0 | 1 | 200 |
| Dec 2011 | $74.6M | $74.6M | $0 | 1 | 200 |
| Mar 2011 | $81.7M | $81.7M | $0 | 5 | -- |
| Mar 2010 | $79.8M | $79.8M | $0 | 5 | -- |
| Mar 2008 | $96.7M | $96.7M | $0 | 5 | -- |
| Mar 2007 | $86.7M | $86.7M | $0 | 5 | -- |
| Jan 2006 | $72.5M | $72.5M | $0 | 5 | -- |
| Sep 2005 | $63.7M | $63.7M | $0 | 5 | -- |
| May 2005 | $63.7M | $63.7M | $0 | 5 | -- |
| Feb 2005 | $63.7M | $63.7M | $0 | 5 | -- |
| Jan 2004 | $54.9M | $54.9M | $0 | 5 | -- |
| Jan 2004 | $54.9M | $54.9M | $0 | 5 | -- |
| Apr 2002 | $50.7M | $50.7M | $0 | 5 | -- |
DateMar 2025
Total AUM$136M
Discretionary$136M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$126.2M
Discretionary$126.2M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$112.5M
Discretionary$112.5M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$130.6M
Discretionary$130.6M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$113.4M
Discretionary$113.4M
Non-Disc.$0
Employees1
Clients3
DateApr 2012
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateApr 2012
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2012
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateJan 2012
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateDec 2011
Total AUM$74.6M
Discretionary$74.6M
Non-Disc.$0
Employees1
Clients200
DateMar 2011
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$79.8M
Discretionary$79.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$96.7M
Discretionary$96.7M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$72.5M
Discretionary$72.5M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$63.7M
Discretionary$63.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$54.9M
Discretionary$54.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2002
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$0
Employees5
Clients--