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 23 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
CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, 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 32 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.