Overview
Assets Under Management: $5.1 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 530
Average Client Assets: $1.3 million
Frequently Asked Questions
BOSTON ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #140059), BOSTON ADVISORS, LLC is subject to fiduciary duty under federal law.
BOSTON ADVISORS, LLC is headquartered in BOSTON, MA.
BOSTON ADVISORS, LLC serves 530 high-net-worth clients according to their SEC filing dated March 29, 2018. View client details ↓
According to their SEC Form ADV, BOSTON ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
BOSTON ADVISORS, LLC manages $5.1 billion in client assets according to their SEC filing dated March 29, 2018.
According to their SEC Form ADV, BOSTON ADVISORS, LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 530
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 13.14%
Average Client Assets: $1.3 million
Total Client Accounts: 1,337
Discretionary Accounts: 1,234
Non-Discretionary Accounts: 103
Regulatory Filings
CRD Number: 140059
Filing ID: 1193646
Last Filing Date: 2018-03-29 16:59:00