Bank / Wealth / TrustRIA · CRD 123558SEC-RegisteredPrivate Fund Adviser

Updated:

Boston Asset Management

Boston Asset Management is an SEC-registered investment adviser in Boston, MA, registered since 2002. The firm manages approximately $4.2 billion in assets.

Boston Asset Management logo

Boston Asset Management

Boston Asset Management is an SEC-registered investment adviser in Boston, MA, registered since 2002. The firm manages approximately $4.2 billion in assets. It has 39 employees and 21 investment advisers.

General information

Firm type

Bank / Wealth / Trust

Year founded

1996

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Boston

Corporate office

Clearwater, United States

Frequently asked questions

What is the legal structure of Boston Asset Management?

Available records list the firm as an asset owner with a Bank / Wealth / Trust subtype.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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