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Building 2BOSTON FINANCIAL MANAGEMENT LLC

Map pinBOSTON, MA
Phone617-338-8108
NotebookSEC #801-11178
Total AUM
$5B
Employees
49
Clients
1,170

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 STATE STREET
6TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
617-338-8108

ReceiptFinancials

Total AUM
$5B
Accounts
3,056
Discretionary
$4.9B
Accounts
3,042
Non-Discretionary
$151M
Accounts
14

ContactClients

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Individual Clients
331
AUM
$133.2M
HNW Individual Clients
779
AUM
$4.4B
Pension/Profit Sharing Plan Clients
10
AUM
$104.6M
Charitable Organization Clients
36
AUM
$193.5M
Government Entity Clients
1
AUM
$2.2M
Investment Advisor Clients
1
AUM
$18.2M
Corporation or Business Clients
11
AUM
$59.6M
Other Clients
1
AUM
$60M
Description of Other Clients
INVESTMENT COMPANY REGISTERED IN U.K.

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTDCFLGAILLAMAMDMENCNENHNJNYPARITXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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