PPrivate Fund Data Log in Join · $37/mo

Goverman Financial Solutions, LLC

● SEC registered since 2021CRD 130397SEC# 801-121840Dedham, MA
Export (members)
Reg. AUM
$155.9M
Employees
2
Accounts
568
Location
Dedham, MA

Goverman Financial Solutions, LLC assets under management

Goverman Financial Solutions, LLC is an investment advisory firm registered with the SEC based in Dedham, MA. The firm has been registered since 2021. It reports $155.9 million in regulatory assets under management and employs 2 people.

Goverman Financial Solutions, LLC owners & executives

2 reported
NameTitleOwnershipSince
Brett Charles Goverman ControlManaging Member/Chief Compliance OfficerOver 75%2023
Brett Charles Goverman ControlManaging MemberOver 75%2023

Frequently asked questions

How much does Goverman Financial Solutions, LLC manage?

Goverman Financial Solutions, LLC reports $155.9 million in regulatory assets under management on its Form ADV.

How many employees does Goverman Financial Solutions, LLC have?

Goverman Financial Solutions, LLC reports 2 employees.

Where is Goverman Financial Solutions, LLC located?

Goverman Financial Solutions, LLC is based in Dedham, MA and has been SEC-registered since 2021.

Does Goverman Financial Solutions, LLC disclose fund performance?

Goverman Financial Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address990 Washington Street, Suite 317, Dedham, MA 02026
Phone781-251-0505
Office hours9:00-5:00
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$155.9M
Non-discretionary$0
Total (RAUM)$155.9M