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MSM FINANCIAL STRATEGIES

Advisory

MANHASSET, NY

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in NY

#4,626

of 5,722 advisers by AUM

Average account

$425K

across 87 accounts

AUM per adviser

$12M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$37M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$37M

Discretionary AUM$36M

Non-Discretionary AUM$1M

Discretionary %97.3%

Total Clients34

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

34 clients

7 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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