AdvisorOS Directory
Claim Profile
Unclaimed Profile
ES

Elizabeth Susan Sauer

BOSTON ASSET MANAGEMENT, INC.·CLEARWATER, Florida
BOSTON ASSET MANAGEMENT, INC.
12707 49TH STREET N, CLEARWATER, FL 33762CRD# 4743885Firm CRD# 112768

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Elizabeth Susan Sauer · CLEARWATER, FL
Registration
CRD #4743885 · BOSTON ASSET MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
01

About

Elizabeth Susan Sauer is a registered financial advisor based in CLEARWATER, Florida, affiliated with BOSTON ASSET MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

Speak with Elizabeth

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Elizabeth is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
BOSTON ASSET MANAGEMENT, INC.
BOSTON ASSET MANAGEMENT, INC.
AUM
$104M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at BOSTON ASSET MANAGEMENT, INC. →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4743885
Firm CRD# 112768
View on FINRA BrokerCheck →

Looking for a financial advisor in CLEARWATER?

Browse all registered financial advisors in CLEARWATER, Florida or claim this profile if it's yours.

Browse CLEARWATER AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Elizabeth Susan Sauer offer?
Elizabeth Susan Sauer specializes in Investment Management, Fee-Only Advisory. Contact their office in CLEARWATER, Florida for a consultation.
What are Elizabeth Susan Sauer's credentials?
Elizabeth Susan Sauer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Elizabeth Susan Sauer located?
Elizabeth Susan Sauer is based in CLEARWATER, Florida, working with BOSTON ASSET MANAGEMENT, INC.. Their office serves clients in the CLEARWATER metropolitan area and surrounding communities.
How does Elizabeth Susan Sauer charge for services?
Elizabeth Susan Sauer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON ASSET MANAGEMENT, INC.?
BOSTON ASSET MANAGEMENT, INC. has approximately 4 employees and manages $104M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at BOSTON ASSET MANAGEMENT, INC.

Brett Jason Walrath
CLEARWATER, FL
Leo Joseph Govoni
CLEARWATER, FL
Mark John Govoni
CLEARWATER, FL

More Advisors in CLEARWATER, Florida

Brent James Western
CSENGE ADVISORY GROUP, LLC·CLEARWATER, FL
John Paul Barrett
SUCCESSFUL PORTFOLIOS LLC·CLEARWATER, FL
David Lloyd Bennett
UNIFY FINANCIAL LLC·CLEARWATER, FL
CFP
John M Hogarty
INDIVISIBLE PARTNERS, LLC·CLEARWATER, FL
Michael Adornetto
INDIVISIBLE PARTNERS, LLC·CLEARWATER, FL
William Andres Lorenz
INDIVISIBLE PARTNERS, LLC·CLEARWATER, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile