Overview
Assets Under Management: $196 million
Headquarters: BENTONVILLE, AR
High-Net-Worth Clients: 66
Average Client Assets: $2.5 million
Frequently Asked Questions
BOSTON MOUNTAIN MONEY 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 #143649), BOSTON MOUNTAIN MONEY MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BOSTON MOUNTAIN MONEY MANAGEMENT, INC. is headquartered in BENTONVILLE, AR.
BOSTON MOUNTAIN MONEY MANAGEMENT, INC. serves 66 high-net-worth clients according to their SEC filing dated February 29, 2024. View client details ↓
According to their SEC Form ADV, BOSTON MOUNTAIN MONEY MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
BOSTON MOUNTAIN MONEY MANAGEMENT, INC. manages $196 million in client assets according to their SEC filing dated February 29, 2024.
According to their SEC Form ADV, BOSTON MOUNTAIN MONEY MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 66
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.11%
Average Client Assets: $2.5 million
Total Client Accounts: 410
Discretionary Accounts: 410
Regulatory Filings
CRD Number: 143649
Filing ID: 1833607
Last Filing Date: 2024-02-29 09:49:00