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BOSTON ASSET MANAGEMENT, INC.
BOSTON ASSET MANAGEMENT, INC.
CLEARWATER, Florida
·
4 registered advisors
·
CRD# 112768
SEC# 801-123584
0
727-894-6520
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 Management
Fee-Only Advisory
04
Advisors at BOSTON ASSET MANAGEMENT, INC.
4 registered advisors
Brett Jason Walrath
CLEARWATER, Florida
CRD# 1878150
Elizabeth Susan Sauer
CLEARWATER, Florida
CRD# 4743885
Leo Joseph Govoni
CLEARWATER, Florida
CRD# 726213
Mark John Govoni
CLEARWATER, Florida
CRD# 1410122
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
.