Goverman Financial Solutions, LLC
● SEC registered since 2021CRD 130397SEC# 801-121840Dedham, MA
Reg. AUM
$171.9M
Employees
2
Accounts
570
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 $171.9 million in regulatory assets under management and employs 2 people.
Goverman Financial Solutions, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brett Charles Goverman Control | Managing Member | Over 75% | 2023 |
| Brett Charles Goverman Control | Managing Member/Chief Compliance Officer | Over 75% | 2023 |
Frequently asked questions
How much does Goverman Financial Solutions, LLC manage?
Goverman Financial Solutions, LLC reports $171.9 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
| Address | 990 Washington Street, Suite 317, Dedham, MA 02026 |
| Phone | 781-251-0505 |
| Office hours | 9:00-5:00 |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$171.9M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 79%
Larger than 21% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$171.9Mregulatory AUM
Discretionary $171.9M