Assets Under Management
$2.6B
Number of Clients
10,401
Number of Advisors
158
Average Client AUM
$245K
AUM per Advisor
$16.2M
Compensation
Fee-Only (AUM)
SSLLC provides investment advisory services through wrap fee programs (FSP, UMA, SMA) on the FMAX platform. They offer financial planning, tax overlay, and securities-based lending. Financial Advisors assist clients in determining suitable investment strategies based on their financial profile and risk tolerance. Fees are charged as a percentage of assets.
75 State Street, Mail Code: Ma-Sst-Inv4, Boston, MA, 02109