Boston Mountain Money Management, Inc.

Boston Mountain Money Management, Inc. (CRD# 143649) is a financial advisory firm headquartered in Rogers, AR. They manage $55,604,134 in 255 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    56
    MILLION
  • Total Number of Accounts
    255
    ACCOUNTS
  • Average Account Value
    $218,055
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, TX

Financial Advisors at Boston Mountain Money Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Shawn S. Alaniz
CRD#: 1963482
5414 Pinnacle Point Drive, Suite 102, Rogers, AR 72758
96
Wealthminder
score

Shawn Alaniz (CRD# 1963482) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Rogers, AR and has over 21 years of experience in the finance industry.

2
Justin M. Hobbs
CRD#: 6450226
5414 Pinnacle Point Drive, Suite 102, Rogers, AR 72758
89
Wealthminder
score

Justin Hobbs (CRD# 6450226) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Rogers, AR and has over 2 years of experience in the finance industry.

3
Samuel C. Dunn
CRD#: 6648807
5414 Pinnacle Point Drive, Suite 102, Rogers, AR 72758
87
Wealthminder
score

Samuel Dunn (CRD# 6648807) is an Investment Advisor Representative working at Boston Mountain Money Management, Inc. in Rogers, AR and has 1 year of experience in the finance industry.

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