Msi Financial Services, Inc. (Springfield)
Msi Financial Services, Inc. is a large advisory firm based in Springfield. It manages $13.8 billion of regulatory assets for 105,831 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 46 other states.
Msi Financial Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and educational seminars and workshops. It prepares financial plans for approximately 3,500 clients. On top of advisory services, the firm doesn't engage in other business activities.
Msi Financial Services: assets under management
The assets under management (AUM) of Msi Financial Services, Inc. is $13.8 billion. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The firm manages $3.73 billion in discretionary accounts and $10.08 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $198.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $115.81 thousand.
Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Msi Financial Services, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Careers at Msi Financial Services, Inc.
Michael Robert Fanning has been acting as President since 1 Jul 2016. Paul A Lapiana joined the executive team most recently as the Senior Vice President And Director.
Direct owners and executive officers
Based in Springfield
The principal office where Msi Financial Services, Inc. performs its advisory services is located at 1295 State Street, Springfield, MA 01111 The mailing address of the firm is 1295 State Street, Springfield, MA 01111. An additional office of the firm is in Newtown Square, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-638-8378. The normal business hours are 9-5 on Monday - Friday. You can find more information about the New York firm at msi.metlife.com.
