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Last updated: January 21st, 2020. Data source: SEC filings.
Boston Financial Management, federally registered in 1976, is a Registered Investment Advisor (RIA) in 25 state(s) with a licensed staff of 16 advisors. Boston Financial Management manages $2.2 billion and provides investment advisory services for 764 clients (1:48 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Top 5%|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||3|
|Percentage of Advisors Trusted||88%|
|Average Client Balance||$2,873,237|
|Total AUM||$2.2 billion|
|Advisor / Client Ratio||1:48|
|SEC Filings||Forms and Brochures (CRD # 112360)|
|State(s) Registered||AZ, CA, CO, CT, DC, FL, GA, IL, LA, ME, MD, MA, MN, NH, NJ, NY, NC, OH, OR, PA, RI, TX, UT, VT, VA, WA|