Boston Asset Management, Inc.

Boston Asset Management, Inc. (CRD# 112768) is a financial advisory firm headquartered in Clearwater, FL. They manage $77,949,881 in 337 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    78
    MILLION
  • Total Number of Accounts
    337
    ACCOUNTS
  • Average Account Value
    $231,305
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, TX

Financial Advisors at Boston Asset Management, Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Leo J. Govoni
CRD#: 726213
4912 Creekside Drive, Clearwater, FL 33760
93
Wealthminder
score

Leo Govoni (CRD# 726213) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 35 years of experience in the finance industry.

2
Lisa A. Van Ullen
CRD#: 3235308
Venice, FL
93
Wealthminder
score

Lisa Van Ullen (CRD# 3235308) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Venice, FL and has over 17 years of experience in the finance industry.

3
Brett J. Walrath
CRD#: 1878150
4912 Creekside Drive, Clearwater, FL 33760
93
Wealthminder
score

Brett Walrath (CRD# 1878150) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 20 years of experience in the finance industry.

4
Anthony L. Janicki
CRD#: 5977673
4912 Creekside Drive, Clearwater, FL 33760
90
Wealthminder
score

Anthony Janicki (CRD# 5977673) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 4 years of experience in the finance industry.

5
James G. Steproe
CRD#: 2980055
11 South Main Street, Suite 300, Concord, NH 03301
90
Wealthminder
score

James Steproe (CRD# 2980055) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Concord, NH and has over 18 years of experience in the finance industry.

6
Keith J. Burbank
CRD#: 4341100
11 South Main Street, Suite 300, Concord, NH 03301
89
Wealthminder
score

Keith Burbank (CRD# 4341100) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Concord, NH and has over 2 years of experience in the finance industry.

7
Cheryl A. Coletti
CRD#: 6428443
11 South Main Street, Suite 300, Concord, NH 03301
88
Wealthminder
score

Cheryl Coletti (CRD# 6428443) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Concord, NH and has 1 year of experience in the finance industry.

8
Mark J. Govoni
CRD#: 1410122
4912 Creekside Drive, Clearwater, FL 33760
83
Wealthminder
score

Mark Govoni (CRD# 1410122) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 31 years of experience in the finance industry.

9
Clayton J. Poole
CRD#: 1070715
11 South Main Street, Concord, NH 03301
81
Wealthminder
score

Clayton Poole (CRD# 1070715) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Concord, NH and has over 20 years of experience in the finance industry.

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