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Building 2BOSTON RESEARCH AND MANAGEMENT, INC.

Map pinMANCHESTER, MA
Phone(978) 526-9700
NotebookSEC #801-39603
Total AUM
$676.2M
Employees
8
Clients
127

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
40 BEACH STREET
SUITE 200
MANCHESTER
MA 01944-1464
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(978) 526-9700

ReceiptFinancials

Total AUM
$676.2M
Accounts
501
Discretionary
$676.2M
Accounts
501
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
36
AUM
$18.6M
HNW Individual Clients
88
AUM
$655M
Pension/Profit Sharing Plan Clients
1
AUM
$388.1K
Charitable Organization Clients
1
AUM
$1M
Corporation or Business Clients
1
AUM
$1.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMAMENHTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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