Boston Investment Trust Management, Inc.
Boston Investment Trust Management, Inc. (CRD# 139446) is a financial advisory firm headquartered in Westwood, MA. They manage $10,000,000 in 40 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management10MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$250,000
- 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
- Selection of other advisers (including private fund managers)
David Kopack (CRD# 3257972) is an Investment Advisor Representative working at Boston Investment Trust Management, Inc. in Westwood, MA and has over 18 years of experience in the finance industry.