Boston Standard Wealth Management is an investment advisor in Winchester with $368.37 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
452494451
SEC advisor number
801-81146
FINRA CRD number
156452
AUM ?
$368.37 mm
(as of 22 Jun 23)
Accounts
1,602
(as of 22 Jun 23)
Employees
5
(4 investment advisory or research)
Address
Boston Standard Wealth Management
31 CHURCH STREET
SUITE 3
WINCHESTER
MA 01890
31 CHURCH STREET
SUITE 3
WINCHESTER
MA 01890
Office hours
Monday - Friday, BY APPOINTMENT
Phone
781-721-0072
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Bouchard, Zachary, Conover | Chief Compliance Officer | 07/2011 | < 5% |
Robert W Tafuri Consulting, LLC | Managing Member | 09/2011 | 25-50% |
Tafuri, Robert, Walter | Managing Member | 07/2011 | > 75% |
Zachary C Bouchard Consulting, LLC | Managing Member | 09/2011 | 25-50% |
Lee G Eudy Planning, LLC | Managing Member | 09/2011 | 25-50% |
Eudy, Lee, Graham | Managing Member | 07/2011 | > 75% |
Bouchard, Zachary, Conover | Managing Member | 07/2011 | > 75% |
Eudy, Lee, Graham | Principal | 07/2011 | < 5% |
Tafuri, Robert, Walter | Principal | 07/2011 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Jul 24
13F-HR
Quarterly holdings report by institutional manager
11 Apr 24
13F-HR
Quarterly holdings report by institutional manager
8 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
6 Jul 23
13F-HR
Quarterly holdings report by institutional manager
4 Apr 23
13F-HR
Quarterly holdings report by institutional manager
10 Jan 23
13F-HR
Quarterly holdings report by institutional manager
13 Oct 22
13F-HR
Quarterly holdings report by institutional manager
12 Jul 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22