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Alan Thomas Macdonald

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts
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ONE WINTHROP SQUARE, BOSTON, MA 02110-1209CRD# 4393751Firm CRD# 112360
01

About

Alan Thomas Macdonald is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BOSTON FINANCIAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
BOSTON FINANCIAL MANAGEMENT LLC
BOSTON FINANCIAL MANAGEMENT LLC
AUM
$4.4B
Regulatory assets under management
Employees
49
Total firm employees
View all advisors at BOSTON FINANCIAL MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4393751
Firm CRD# 112360
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alan Thomas Macdonald offer?
Alan Thomas Macdonald specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.
What are Alan Thomas Macdonald's credentials?
Alan Thomas Macdonald is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Thomas Macdonald located?
Alan Thomas Macdonald is based in BOSTON, Massachusetts, working with BOSTON FINANCIAL MANAGEMENT LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.
How does Alan Thomas Macdonald charge for services?
Alan Thomas Macdonald's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON FINANCIAL MANAGEMENT LLC?
BOSTON FINANCIAL MANAGEMENT LLC has approximately 49 employees and manages $4.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)
City Guides
CAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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