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BOSTON ADVISORS, LLC
BOSTON, MA
617-348-3100
SEC #801-66535Total AUM
$2.2B
Employees
40Clients
651Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE LIBERTY SQUARE
BOSTON
MA 02109
United States
BOSTON
MA 02109
United States
Operating Hours
8-5
Monday - Friday
Monday - Friday
Phone
617-348-3100
Other Offices
1
Financials
Total AUM
$2.2B
Accounts
1,343Discretionary
$2.1B
Accounts
1,242Non-Discretionary
$182M
Accounts
101
Clients
HNW Individual Clients
438AUM
$713M
Investment Company Clients
2AUM
$326M
Pooled Vehicle Clients
1AUM
$12M
Pension/Profit Sharing Plan Clients
3AUM
$143M
Charitable Organization Clients
23AUM
$153M
Government Entity Clients
8AUM
$92M
Insurance Company Clients
3AUM
$242M
Corporation or Business Clients
6AUM
$109M
Other Clients
167AUM
$452M
Description of Other Clients
VARIOUS
Services
Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.