Updated:
Back Bay Financial Planning & Investments
Back Bay Financial Planning & Investments is an SEC-registered investment adviser in Bethany Beach, DE. The firm manages $107 million in assets, $106 million...
Back Bay Financial Planning & Investments
Back Bay Financial Planning & Investments is an SEC-registered investment adviser in Bethany Beach, DE. The firm manages $107 million in assets, $106 million on a discretionary basis. It has 3 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bethany Beach
Corporate office
Boston, MA, United States
Sector focus
Frequently asked questions
How is Back Bay Financial Planning & Investments related to other financial firms in Boston?
No ownership or affiliation links to other firms are publicly documented. The firm operates independently, with no disclosed parent company or sibling advisory entities.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Source record modified: . Public records carry source-specific dates where available. No population-wide measured refresh cadence or universal verification deadline is established here. Page modified, source captured, fact observed, entity verified and aggregate measured describe different events. Check the date attached to the relevant claim; a missing verification date means unknown. Stored source history does not establish a customer-facing historical-analysis interface. To correct this record or make a privacy request, send the page URL and your evidence to privacy@altss.com; corrections are free.
Need institutional-grade insight on family offices?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: