1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2EAGLE BOSTON INVESTMENT MANAGMENT, INC.

Map pinST PETERSBURG, FL
Phone800 237-3101
NotebookSEC #801-55776
Total AUM
$1B
Employees
24
Clients
38

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
880 CARILLON PARKWAY
ST PETERSBURG
FL 33716
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
800 237-3101
Other Offices
1

ReceiptFinancials

Total AUM
$1B
Accounts
40
Discretionary
$1B
Accounts
17
Non-Discretionary
$15.2M
Accounts
23

ContactClients

View more in analytics →

Individual Clients
23
AUM
$15.2M
Pooled Vehicle Clients
2
AUM
$149.9M
Pension/Profit Sharing Plan Clients
6
AUM
$836.3M
Charitable Organization Clients
6
AUM
$41M
Corporation or Business Clients
1
AUM
$5.2M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWV

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 26 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

Feature requires an account