AMA Office Solutions LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$0
Clients
0
Advisors
1
of 1 employees
About
AMA Office Solutions operates principally as an accounting and bookkeeping practice that also functions as a state-registered investment adviser serving corporations, LLCs, individuals, families and small institutions, including foundations and endowments. The firm lists services that include cash‑flow and balance‑sheet investment management, asset allocation, general portfolio management, retirement plan consulting and comprehensive financial planning, but it is awaiting Massachusetts registration and did not provide investment advisory or management services to any clients as of March 3, 2026.
The firm describes an objective‑based investment process that combines proprietary quantitative models with qualitative adjustments to build diversified portfolios primarily using exchange‑traded funds and mutual funds, with attention to clients’ cashflow and balance‑sheet needs. Accounts are typically managed on a discretionary basis under an Investment Policy Statement, reviewed at least monthly, and rebalanced as appropriate.
AMA’s profile is notable for blending operational accounting/controller services with advisory work and explicit retirement/pension consulting capabilities, including institutional pension strategy experience on the team, which supports work with corporate retirement plans and charitable entities such as foundations and endowments. The brochure also discloses that the firm may provide both accounting and investment services to the same clients (with related conflicts disclosed) and that it relies on proprietary modeling tools for portfolio construction.
Client services
Expertise
Occupation focus
Fee options
0.75% annually
Hourly charges may apply for financial planning and consulting services, specifics not stated
Account minimum: $500,000 Minimum fee: Minimum annual fee of $3,000
Main office
Needham MA
Advisors at this office
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Forms ADV
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