Unclaimed Profile

Lawrence Ian Kahn

BOSTON FINANCIAL MANAGEMENT LLC·BOSTON, Massachusetts

Clean recordBOSTON FINANCIAL MANAGEMENT LLC

ONE WINTHROP SQUARE, BOSTON, MA 02110-1209CRD# 5423275Firm CRD# 112360

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lawrence Ian Kahn · BOSTON, MA

Registration

CRD #5423275 · BOSTON FINANCIAL MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lawrence Ian Kahn 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BOSTON FINANCIAL MANAGEMENT LLC

AUM

$4.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOSTON FINANCIAL MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 5423275

Firm CRD# 112360

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lawrence Ian Kahn offer?

Lawrence Ian Kahn specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are Lawrence Ian Kahn's credentials?

Lawrence Ian Kahn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lawrence Ian Kahn located?

Lawrence Ian Kahn 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 Lawrence Ian Kahn charge for services?

Lawrence Ian Kahn'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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