BOSTON COMMON ASSET MANAGEMENT, LLC

200 State Street, 7th Floor
Boston, Massachusetts 02109
Tel: 617-720-5557

About BOSTON COMMON ASSET MANAGEMENT, LLC

BOSTON COMMON ASSET MANAGEMENT, LLC, formally registered with the SEC as BOSTON COMMON ASSET MANAGEMENT, LLC. The firm was established in 11/08/2002. They have over 1 offices throughout the country.

BOSTON COMMON ASSET MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $4,537,178,648 assets under management, offering retirement planning & investment advisory services to 380 clients. The firm is staffed with 48 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	123558
SEC#	801-61564
Assets Managed by Firm	$4,537,178,648
No. of Clients	380
No. of Advisors	48

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	380	$4,537,178,648
High net worth individuals	270	$584,802,589
Pension and profit sharing plans	5	$95,253,084
Charitable organizations	84	$622,508,279
Corporations or other businesses	Fewer than 5 clients	$2,370,260

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