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
Boston Investment Trust Management, Inc.
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts24ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA, RI
Financial Advisors at Boston Investment Trust Management, Inc.
1
David Kopack (CRD# 3257972) is an Investment Advisor Representative working at Boston Investment Trust Management, Inc. in Bridgewater, MA and has over 25 years of experience in the finance industry.
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