BOSTON MANAGEMENT AND RESEARCH

One Post Office Square
Boston, Massachusetts 02109
Tel: 617-482-8260

About BOSTON MANAGEMENT AND RESEARCH

BOSTON MANAGEMENT AND RESEARCH, formally registered with the SEC as BOSTON MANAGEMENT AND RESEARCH. The firm was established in 01/21/1993. They have over 1 offices throughout the country.

BOSTON MANAGEMENT AND RESEARCH is a Boston, Massachusetts based Financial Planning firm with nearly $111,002,081,270 assets under management, offering retirement planning & investment advisory services to 70 clients. The firm is staffed with 225 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104853
SEC#	801-43127
Assets Managed by Firm	$111,002,081,270
No. of Clients	70
No. of Advisors	225

Fee Structure

A percentage of AUM
Other (PERCENTAGE OF PORTFOLIO INCOME)

Advisory Services Provided

Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	70	$111,002,081,270

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