BOSTON ASSET MANAGEMENT, INC.

12707 49th Street N
Suite 800
Clearwater, Florida 33762
Tel: 727-894-6520

About BOSTON ASSET MANAGEMENT, INC.

BOSTON ASSET MANAGEMENT, INC, formally registered with the SEC as BOSTON ASSET MANAGEMENT, INC. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

BOSTON ASSET MANAGEMENT, INC. is a Clearwater, Florida based Financial Planning firm with nearly $103,671,136 assets under management, offering retirement planning & investment advisory services to 466 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112768
SEC#	801-123584
Assets Managed by Firm	$103,671,136
No. of Clients	466
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	466	$103,671,136
Individuals (other than high net worth individuals)	52	$15,864,613
High net worth individuals	17	$87,806,523

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