| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Marr Psyhogeos Control | Managing Director, Member | 5-10% | 2019 |
| Alisa Kim O'Neil Control | Director Of Estate & Financial Planning, Member | Under 5% | 2019 |
| Brad Michael Weafer Control | Chief Investment Officer, Member | 5-10% | 2016 |
Boston Financial Management LLC reports $5 billion in regulatory assets under management on its Form ADV.
Boston Financial Management LLC reports 49 employees.
Boston Financial Management LLC is based in Boston, MA.
Boston Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 255 State Street, 6th Floor, Boston, MA 02109 |
| Office hours | 8:30 - 5:00 |
| Discloses disciplinary history | No |
| Discretionary | $4.86B |
| Non-discretionary | $151M |
| Total (RAUM) | $5.01B |