Boston Investment Trust Management, Inc.

Boston Investment Trust Management, Inc. (CRD# 139446) is a financial advisory firm headquartered in Bridgewater, MA. They manage $4,800,000 in 24 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $200,000
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI

Financial Advisors at Boston Investment Trust Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
David P. Kopack
CRD#: 3257972
63 Main Street, Suite 1, Bridgewater, MA 02324

David Kopack (CRD# 3257972) is an Investment Advisor Representative working at Boston Investment Trust Management, Inc. in Bridgewater, MA and has over 24 years of experience in the finance industry.

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