Overview
Assets Under Management: $4.5 billion
Headquarters: BOSTON, MA
High-Net-Worth Clients: 235
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 235
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 15.99
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 380
Discretionary Accounts: 380
Regulatory Filings
CRD Number: 123558
Last Filing Date: 2024-03-27 00:00:00
Website: https://bostoncommonasset.com