BOSTON ASSET MANAGEMENT, INC.

CLEARWATER, Florida·4 registered advisors·CRD# 112768
SEC# 801-1235840727-894-6520
01

Firm Overview

AUM
$104M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at BOSTON ASSET MANAGEMENT, INC.

4 registered advisors
Brett Jason Walrath
CLEARWATER, Florida
Elizabeth Susan Sauer
CLEARWATER, Florida
Leo Joseph Govoni
CLEARWATER, Florida
Mark John Govoni
CLEARWATER, Florida
05

Office Locations

CLEARWATER, Florida
4 advisors

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Data sourced from SEC Form ADV filings. BOSTON ASSET MANAGEMENT, INC. (CRD# 112768) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.