Overview
Assets Under Management: $104 million
Headquarters: CLEARWATER, FL
High-Net-Worth Clients: 17
Average Client Assets: $5.2 million
Frequently Asked Questions
BOSTON ASSET MANAGEMENT, INC. 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 #112768), BOSTON ASSET MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BOSTON ASSET MANAGEMENT, INC. is headquartered in CLEARWATER, FL.
BOSTON ASSET MANAGEMENT, INC. serves 17 high-net-worth clients according to their SEC filing dated December 19, 2024. View client details ↓
According to their SEC Form ADV, BOSTON ASSET MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
BOSTON ASSET MANAGEMENT, INC. manages $104 million in client assets according to their SEC filing dated December 19, 2024.
According to their SEC Form ADV, BOSTON ASSET MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 17
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.70%
Average Client Assets: $5.2 million
Total Client Accounts: 466
Discretionary Accounts: 466
Regulatory Filings
CRD Number: 112768
Filing ID: 1913311
Last Filing Date: 2024-12-19 11:21:00