Parkmount Financial Partners LLC

Parkmount Financial Partners LLC (CRD# 323902) is a financial advisory firm headquartered in Boston, MA. They manage $16,135,777 in 97 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
867 Boylston Street, 5th Floor #1635, Boston, MA 02116
https://www.parkmountfinancial.com
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $166,348
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, RI, TX

Financial Advisors at Parkmount Financial Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Joseph Boughan, financial advisor Scituate MA
Joseph F. Boughan
CRD#: 6780294
Scituate, MA

Joseph Boughan (CRD# 6780294) is an Investment Advisor Representative working at Parkmount Financial Partners LLC in Scituate, MA and has over 6 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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