BOSTON FINANCIAL MANAGEMENT LLC

255 State Street
6th Floor
Boston, Massachusetts 02109
Tel: 617-338-8108

About BOSTON FINANCIAL MANAGEMENT LLC

BOSTON FINANCIAL MANAGEMENT LLC, formally registered with the SEC as BOSTON FINANCIAL MANAGEMENT LLC. The firm was established in 03/23/1976. They have over 1 offices throughout the country.

BOSTON FINANCIAL MANAGEMENT LLC is a Boston, Massachusetts based Financial Planning firm with nearly $5,013,997,070 assets under management, offering retirement planning & investment advisory services to 3056 clients. The firm is staffed with 49 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112360
SEC#	801-11178
Assets Managed by Firm	$5,013,997,070
No. of Clients	3056
No. of Advisors	49

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	3056	$5,013,997,070
Individuals (other than high net worth individuals)	331	$133,230,267
High net worth individuals	779	$4,442,711,456
Pension and profit sharing plans	10	$104,614,539
Charitable organizations	36	$193,514,734
Other investment advisers	1	$18,225,954
Corporations or other businesses	11	$59,578,523

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