Boston Financial Management LLC
Boston Financial Management LLC (CRD# 112360) is a financial advisory firm headquartered in Boston, MA. They manage $4,449,954,589 in 2,952 accounts and serve the financial needs of clients across 24 states (or territories).
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Total Assets Under Management4,450MILLION
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Total Number of Accounts2,952ACCOUNTS
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Average Account Value$1,507,437
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NE, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA
Dana Clark (CRD# 4743363) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 20 years of experience in the finance industry.
Louis Crosier (CRD# 3107747) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 25 years of experience in the finance industry.
Timothy Farina (CRD# 6401829) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.
Bradford Gardner (CRD# 2441759) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 30 years of experience in the finance industry.
Edward Glesmann (CRD# 5719111) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.
Geoffry Juviler (CRD# 2137134) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 33 years of experience in the finance industry.
Clarence King (CRD# 2103936) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 33 years of experience in the finance industry.
Jonathan Lynch (CRD# 4660067) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 20 years of experience in the finance industry.
Jay Nicholls (CRD# 6838340) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 6 years of experience in the finance industry.
Laurie Novak (CRD# 5663254) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 13 years of experience in the finance industry.