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).

Current Firm Details
255 State Street, 6th Floor, Boston, MA 02109
http://www.bfminvest.com
By the Numbers
  • Total Assets Under Management
    4,450
    MILLION
  • Total Number of Accounts
    2,952
    ACCOUNTS
  • Average Account Value
    $1,507,437
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, CT, DC, FL, GA, IL, LA, MA, MD, ME, MN, NC, NH, NJ, NY, PA, RI, SC, TX, VA, VT, WA

Financial Advisors at Boston Financial Management LLC
Showing 11 - 19 of 19 top financial advisors.
11
Abigail Psyhogeos, financial advisor Boston MA
Abigail M. Psyhogeos
CRD#: 1808284
255 State Street, 6th Floor, Boston, MA 02109

Abigail Psyhogeos (CRD# 1808284) 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.

12
Stacy Reinhart, financial advisor Boston MA
Stacy A. Reinhart
CRD#: 718888
255 State Street, 6th Floor, Boston, MA 02109

Stacy Reinhart (CRD# 718888) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 14 years of experience in the finance industry.

13
Timothy Robinson, financial advisor Boston MA
Timothy M. Robinson
CRD#: 6023169
255 State Street, 6th Floor, Boston, MA 02109

Timothy Robinson (CRD# 6023169) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 11 years of experience in the finance industry.

14
Brian Walsh, financial advisor Boston MA
Brian J. Walsh
CRD#: 4712643
255 State Street, 6th Floor, Boston, MA 02109

Brian Walsh (CRD# 4712643) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 16 years of experience in the finance industry.

15
Brad Weafer, financial advisor Boston MA
Brad M. Weafer
CRD#: 6123374
255 State Street, 6th Floor, Boston, MA 02109

Brad Weafer (CRD# 6123374) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.

16
Susan Zimmerman, financial advisor Boston MA
Susan G. Zimmerman
CRD#: 4393549
255 State Street, 6th Floor, Boston, MA 02109

Susan Zimmerman (CRD# 4393549) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 8 years of experience in the finance industry.

17
Katie Exchange, financial advisor Portland ME
Katie E. Exchange
CRD#: 7207986
100 Commercial Street, Suite 200, Portland, ME 04101

Katie Exchange (CRD# 7207986) is an Investment Advisor Representative working at Boston Financial Management LLC in Portland, ME and has 1 year of experience in the finance industry.

18
Timothy Gray, financial advisor Boston MA
Timothy J. Gray
CRD#: 7178581
255 State Street, 6th Floor, Boston, MA 02109

Timothy Gray (CRD# 7178581) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has over 4 years of experience in the finance industry.

19
Stephen McCabe, financial advisor Boston MA
Stephen McCabe
CRD#: 2930599
255 State Street, 6th Floor, Boston, MA 02109

Stephen McCabe (CRD# 2930599) is an Investment Advisor Representative working at Boston Financial Management LLC in Boston, MA and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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