Overview
Assets Under Management: $627 million
Headquarters: MANCHESTER, MA
High-Net-Worth Clients: 84
Average Client Assets: $7 million
Frequently Asked Questions
BOSTON RESEARCH AND 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 #107643), BOSTON RESEARCH AND MANAGEMENT, INC. is subject to fiduciary duty under federal law.
BOSTON RESEARCH AND MANAGEMENT, INC. is headquartered in MANCHESTER, MA.
BOSTON RESEARCH AND MANAGEMENT, INC. serves 84 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, BOSTON RESEARCH AND MANAGEMENT, INC. offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
BOSTON RESEARCH AND MANAGEMENT, INC. manages $627 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, BOSTON RESEARCH AND MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
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