Boston Financial Mangement is an investment advisor in Boston with $3.79 bn assets under management.
Company profile
Website
Employees
Location
Fiscal year end
Former names
Boston Financial Mangement Inc
SEC CIK
IRS number
475775386
SEC advisor number
801-11178
FINRA CRD number
112360
AUM ?
$3.79 bn
(as of 11 Nov 22)
Accounts
2,277
(as of 11 Nov 22)
Employees
45
(23 investment advisory or research)
Address
Boston Financial Mangement
255 STATE STREET, 6TH FLOOR
BOSTON
MA 02109
255 STATE STREET, 6TH FLOOR
BOSTON
MA 02109
Office hours
Monday - Friday, 8:30 - 5:00
Phone
6173388108
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Morse, Richard, Harding | Chairman | 11/1997 | < 5% |
Zimmerman, Susan, Gaukler | Managing Director | 01/2016 | < 5% |
Juviler, Geoffry, Adolphe | Managing Director, Member | 01/2016 | 5-10% |
Cusson, Carol, Ann | Controller, Member | 01/2016 | < 5% |
Brown, Michael, Lawrence | Vice Chairman, Member | 01/2016 | < 5% |
Clark, Dana, Farrell | Managing Director, Member | 01/2016 | < 5% |
Lynch, Jonathan, D | Managing Director, Member | 01/2016 | 5-10% |
Weafer, Brad, Michael | Chief Investment Officer, Member | 01/2016 | 5-10% |
Zambri, Charles, J | Chief Compliance Officer, Chief Operating Officer, Member | 01/2016 | < 5% |
Richard H. Morse 1997 Trust | Member | 01/2016 | 25-50% |
Morse, Richard, Harding | Trustee | 11/1997 | |
Gardner, Bradford | Managing Director, Member | 04/2016 | < 5% |
King, Clarence, Hopkins | Managing Director, Member | 04/2016 | 5-10% |
Reinhart, Stacy, Austin | Managing Director, Member | 04/2016 | 5-10% |
Walsh, Brian, J. | Managing Director, Member | 01/2019 | 5-10% |
Psyhogeos, Abigail, Marr | Managing Director, Member | 01/2019 | 5-10% |
O'neil, Alisa, Kim | Director of Estate & Financial Planning, Member | 01/2019 | < 5% |
Sablone, Kathleen, Margaret | Director of Wealth Planning, Member | 01/2019 | < 5% |
Robinson, Timothy, Michael | Research Analyst, Member | 01/2019 | < 5% |
Farina, Timothy, James | Research Analyst, Member | 01/2019 | < 5% |
Susan G. Zimmerman Gift Trust 2010 | Member | 01/2016 | 5-10% |
Crosier, Louis, Pyle | President, CEO | 01/2022 | 5-10% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
12 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
7 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 May 23
13F-HR
Quarterly holdings report by institutional manager
27 Jan 23
13F-HR
Quarterly holdings report by institutional manager
9 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
13 May 22
13F-HR
Quarterly holdings report by institutional manager
11 Feb 22
13F-HR
Quarterly holdings report by institutional manager
12 Nov 21