BOSTON FINANCIAL MANAGEMENT LLC

BOSTON, Massachusetts·34 registered advisors·CRD# 112360
SEC# 801-111782617-338-8108
01

Firm Overview

AUM
$4.4B
Regulatory assets under management
Employees
49
Total firm employees
Advisors
34
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at BOSTON FINANCIAL MANAGEMENT LLC

34 registered advisors
Abigail Marr Psyhogeos
BOSTON, Massachusetts
Alan Thomas Macdonald
BOSTON, Massachusetts
Alisa Kim O'neil
BOSTON, Massachusetts
Bradford Gardner
BOSTON, Massachusetts
Brad Michael Weafer
BOSTON, Massachusetts
Brian J. Walsh
BOSTON, Massachusetts
Carol Ann Cusson
BOSTON, Massachusetts
Charles J Zambri
BOSTON, Massachusetts
Charles Thomas Casazza
BOSTON, Massachusetts
Clarence Hopkins King
BOSTON, Massachusetts
Dana Farrell Clark
BOSTON, Massachusetts
David Joseph Duval
BOSTON, Massachusetts
Edward Frank Glesmann
BOSTON, Massachusetts
Geoffry Adolphe Juviler
BOSTON, Massachusetts
John Sanders Goldthwait
BOSTON, Massachusetts
Jonathan D Lynch
BOSTON, Massachusetts
Karen Rose Bottar
BOSTON, Massachusetts
Kathleen Margaret Sablone
BOSTON, Massachusetts
Kenneth Michael Fischer
BOSTON, Massachusetts
Kristin Vespucci Case
BOSTON, Massachusetts
Lawrence Ian Kahn
BOSTON, Massachusetts
Louis Pyle Crosier
BOSTON, Massachusetts
Lynne J Maselan
BOSTON, Massachusetts
Mark Everrett Ingram
BOSTON, Massachusetts
Michael Burke Stephens
BOSTON, Massachusetts
Michael Lawrence Brown
BOSTON, Massachusetts
Richard Harding Morse
BOSTON, Massachusetts
Richard Tudor Morse
BOSTON, Massachusetts
Stacy Austin Reinhart
BOSTON, Massachusetts
Susan Gaukler Zimmerman
BOSTON, Massachusetts
Theodore Manuel Shediac
BOSTON, Massachusetts
Thomas Charles Abisalih
BOSTON, Massachusetts
Timothy James Farina
BOSTON, Massachusetts
Timothy Michael Robinson
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
34 advisors

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Data sourced from SEC Form ADV filings. BOSTON FINANCIAL MANAGEMENT LLC (CRD# 112360) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.