RIA Intel›Advisers›Massachusetts›BOSTON FINANCIAL MANAGEMENT LLC

BOSTON FINANCIAL MANAGEMENT LLC

Advisory

N·BOSTON, MA

Data as of Nov 18, 2024 · Source: SEC Form ADV

Total AUM

$5.0B

1-Year AUM Growth

+20.8%

3-Year CAGR

+11.1%

Employees

26

Assets Under Management

Total AUM$5.0B

Discretionary AUM$4.9B

Non-Discretionary AUM$151M

Discretionary %97%

Total Clients1,170

Team

Total Employees26

Investment Advisers49

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record65

First FilingApr 30, 2001

Latest FilingNov 18, 2024

🔒 Full AUM trend chart and 65 historical filings spanning 23+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on BOSTON FINANCIAL MANAGEMENT LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.