Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
834392763
SEC advisor number
801-110991
FINRA CRD number
288525
AUM ?
$414.21 mm
(as of 21 Mar 24)
Accounts
905
(as of 21 Mar 24)
Employees
5
(4 investment advisory or research)
Address
FSA Wealth Management
144 GOULD STREET
SUITE 120
NEEDHAM
MA 02494
144 GOULD STREET
SUITE 120
NEEDHAM
MA 02494
Phone
7814551020
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
16 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
15 Nov 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
13 Feb 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22