Overview
Assets Under Management: $627 million
Headquarters: MANCHESTER, MA
High-Net-Worth Clients: 84
Average Client Assets: $7 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 84
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.46
Average High-Net-Worth Client Assets: $7 million
Total Client Accounts: 501
Discretionary Accounts: 501
Regulatory Filings
CRD Number: 107643
Last Filing Date: 2025-01-23 00:00:00
Website: https://bostonrm.com