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Daniel Frederick Tortola

BOSTON RESEARCH AND MANAGEMENT, INC.·MANCHESTER, Massachusetts
Unclaimed Profile
40 BEACH STREET, MANCHESTER, MA 01944-1464CRD# 5643293Firm CRD# 107643
01

About

Daniel Frederick Tortola is a registered financial advisor based in MANCHESTER, Massachusetts, affiliated with BOSTON RESEARCH AND MANAGEMENT, INC.. 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 RESEARCH AND MANAGEMENT, INC.
BOSTON RESEARCH AND MANAGEMENT, INC.
AUM
$582M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at BOSTON RESEARCH AND MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 5643293
Firm CRD# 107643
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Daniel Frederick Tortola offer?
Daniel Frederick Tortola specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MANCHESTER, Massachusetts for a consultation.
What are Daniel Frederick Tortola's credentials?
Daniel Frederick Tortola is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Daniel Frederick Tortola located?
Daniel Frederick Tortola is based in MANCHESTER, Massachusetts, working with BOSTON RESEARCH AND MANAGEMENT, INC.. Their office serves clients in the MANCHESTER metropolitan area and surrounding communities.
How does Daniel Frederick Tortola charge for services?
Daniel Frederick Tortola's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BOSTON RESEARCH AND MANAGEMENT, INC.?
BOSTON RESEARCH AND MANAGEMENT, INC. has approximately 8 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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