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Boston Research and Management, Inc.

● SEC registered since 1991CRD 107643SEC# 801-39603Manchester, MA
Export (members)
Reg. AUM
$676.2M
Employees
8
Accounts
501
Location
Manchester, MA

Boston Research and Management, Inc. assets under management

Boston Research and Management, Inc. is a registered investment adviser overseen by the SEC based in Manchester, MA. The firm has been registered since 1991. It reports $676.2 million in regulatory assets under management and employs 8 people.
www.bostonrm.comView on SEC.gov ↗

Boston Research and Management, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Benjamin James Muchler ControlPresident/Ceo50-75%2025
Daniel Frederick Tortola ControlChief Investment Officer50-75%2014
Robert Stuart McKenzieChief Compliance Officer/Senior Client AdvisorUnder 5%2014

Frequently asked questions

How much does Boston Research and Management, Inc. manage?

Boston Research and Management, Inc. reports $676.2 million in regulatory assets under management on its Form ADV.

How many employees does Boston Research and Management, Inc. have?

Boston Research and Management, Inc. reports 8 employees.

Where is Boston Research and Management, Inc. located?

Boston Research and Management, Inc. is based in Manchester, MA and has been SEC-registered since 1991.

Does Boston Research and Management, Inc. disclose fund performance?

Boston Research and Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address40 Beach Street, Suite 200, Manchester, MA 01944-1464
Phone(978) 526-9700
Fax(978) 526-1804
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$676.2M
Non-discretionary$0
Total (RAUM)$676.2M