Boston Asset Management, Inc.
Boston Asset Management, Inc. (CRD# 112768) is a financial advisory firm headquartered in Clearwater, FL. They manage $103,671,136 in 466 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management104MILLION
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Total Number of Accounts466ACCOUNTS
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Average Account Value$222,470
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, MA, NH
Financial Advisors at Boston Asset Management, Inc.
1
Leo Govoni (CRD# 726213) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 43 years of experience in the finance industry.
2
Brett Walrath (CRD# 1878150) is an Investment Advisor Representative working at Boston Asset Management, Inc. in Clearwater, FL and has over 27 years of experience in the finance industry.
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