Boston Mountain Money Management, Inc.
Boston Mountain Money Management, Inc. (CRD# 143649) is a financial advisory firm headquartered in Bentonville, AR. They manage $196,444,181 in 410 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Boston Mountain Money Management, Inc.
By the Numbers
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Total Assets Under Management196MILLION
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Total Number of Accounts410ACCOUNTS
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Average Account Value$479,132
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AR, NH, TX
Financial Advisors at Boston Mountain Money Management, Inc.
1
Shawn Alaniz (CRD# 1963482) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Bentonville, AR and has over 27 years of experience in the finance industry.
2
Katherine Sharum (CRD# 7475728) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Bentonville, AR and has over 2 years of experience in the finance industry.
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