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Building 2BOSTON ASSET MANAGEMENT, INC.

Map pinCLEARWATER, FL
Phone727-894-6520
NotebookSEC #801-123584
Total AUM
$103.7M
Employees
4
Clients
69

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12707 49TH STREET N
SUITE 800
CLEARWATER
FL 33762
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
727-894-6520

ReceiptFinancials

Total AUM
$103.7M
Accounts
466
Discretionary
$103.7M
Accounts
466
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
52
AUM
$15.9M
HNW Individual Clients
17
AUM
$87.8M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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