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 36 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 18 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 21 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 5 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 19 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 3 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 over 2 years 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 32 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 22 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.