BOSTON RESEARCH AND MANAGEMENT, INC.

40 Beach Street
Suite 200
Manchester, Massachusetts 01944-1464
Tel: (978) 526-9700

About BOSTON RESEARCH AND MANAGEMENT, INC.

BOSTON RESEARCH AND MANAGEMENT, INC, formally registered with the SEC as BOSTON RESEARCH AND MANAGEMENT, INC. The firm was established in 07/31/1991. They have over 1 offices throughout the country.

BOSTON RESEARCH AND MANAGEMENT, INC. is a Manchester, Massachusetts based Financial Planning firm with nearly $627,077,384 assets under management, offering retirement planning & investment advisory services to 501 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107643
SEC#	801-39603
Assets Managed by Firm	$627,077,384
No. of Clients	501
No. of Advisors	7

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE)

Firm Client Information

	No. of Clients	AUM
Firm Total	501	$627,077,384
Individuals (other than high net worth individuals)	41	$19,579,176
High net worth individuals	84	$604,856,727
Pension and profit sharing plans	Fewer than 5 clients	$465,536
Charitable organizations	Fewer than 5 clients	$1,011,414
Corporations or other businesses	Fewer than 5 clients	$1,164,531

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