GOVERMAN FINANCIAL SOLUTIONS, LLC
Legal name: FINANCIAL SOLUTIONS ASSOCIATES
CRD #130397 SEC #801-121840 DEDHAM, MA 781-251-0505
SEC Registered
Total AUM
$155.9M
Discretionary
$155.9M
Employees
2
Clients
251
Accounts
568
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $155.9M | $155.9M | $0 | 2 | 0 |
| Mar 2024 | $132.5M | $132.5M | $0 | 2 | 0 |
| Feb 2024 | $118.5M | $118.5M | $0 | 2 | 0 |
| Aug 2023 | $118.5M | $118.5M | $0 | 2 | 0 |
| May 2023 | $118.5M | $118.5M | $0 | 2 | 0 |
| Feb 2023 | $118.5M | $118.5M | $0 | 2 | 0 |
| Oct 2022 | $137.7M | $137.7M | $0 | 2 | 0 |
| Aug 2022 | $137.7M | $137.7M | $0 | 2 | 0 |
| Mar 2022 | $137.7M | $137.7M | $0 | 2 | 0 |
| Sep 2021 | $129M | $129M | $0 | 2 | 0 |
| Sep 2021 | $129M | $129M | $0 | 2 | 0 |
| Jun 2021 | $127M | $127M | $0 | 2 | 0 |
| May 2012 | $60.1M | $60.1M | $0 | 1 | 120 |
| Apr 2012 | $60.1M | $60.1M | $0 | 1 | 120 |
| Mar 2012 | $60.1M | $60.1M | $0 | 1 | 120 |
| Mar 2011 | $56.9M | $56.9M | $0 | 5 | -- |
| Mar 2010 | $51.1M | $51.1M | $0 | 5 | -- |
| Mar 2008 | $61.6M | $61.6M | $0 | 5 | -- |
| Mar 2007 | $55.1M | $55.1M | $0 | 5 | -- |
| Mar 2006 | $47.1M | $47.1M | $0 | 5 | -- |
| Mar 2006 | $47.1M | $47.1M | $0 | 5 | -- |
| Jun 2005 | $43.1M | $43.1M | $0 | 5 | -- |
DateMar 2025
Total AUM$155.9M
Discretionary$155.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees2
Clients0
DateAug 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees2
Clients0
DateMay 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$118.5M
Discretionary$118.5M
Non-Disc.$0
Employees2
Clients0
DateOct 2022
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$137.7M
Discretionary$137.7M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees2
Clients0
DateSep 2021
Total AUM$129M
Discretionary$129M
Non-Disc.$0
Employees2
Clients0
DateJun 2021
Total AUM$127M
Discretionary$127M
Non-Disc.$0
Employees2
Clients0
DateMay 2012
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees1
Clients120
DateApr 2012
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees1
Clients120
DateMar 2012
Total AUM$60.1M
Discretionary$60.1M
Non-Disc.$0
Employees1
Clients120
DateMar 2011
Total AUM$56.9M
Discretionary$56.9M
Non-Disc.$0
Employees5
Clients--
DateMar 2010
Total AUM$51.1M
Discretionary$51.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$61.6M
Discretionary$61.6M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$55.1M
Discretionary$55.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$47.1M
Discretionary$47.1M
Non-Disc.$0
Employees5
Clients--
DateJun 2005
Total AUM$43.1M
Discretionary$43.1M
Non-Disc.$0
Employees5
Clients--