Boston Investment Management LLC

Boston Investment Management LLC (CRD# 300632) is a financial advisory firm headquartered in Coral Gables, FL. They manage $13,000,000 in 55 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4000 Ponce De Leon Blvd., Suite 470, Coral Gables, FL 33146
https://bostoninvestmentmanagement.com/
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $236,364
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
The map below shows states where this firm has explicit registration only.

CA, FL

Financial Advisors at Boston Investment Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Jeffry Vargas, financial advisor Coral Gables FL
Jeffry B. Vargas
CRD#: 5485101
Coral Gables, FL

Jeffry Vargas (CRD# 5485101) is an Investment Advisor Representative working at Boston Investment Management LLC in Coral Gables, FL and has over 14 years of experience in the finance industry.

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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