Investment adviser · CRD 112768
BOSTON ASSET MANAGEMENT, INC.
Investment adviser filing (IA)
CLEARWATER, FL, United States · Form ADV filed Dec 19, 2024
- Regulatory AUM
- $104M Form ADV · Item 5.F
- Client accounts
- 466 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 17 | $87,806,523 | 84.7% |
| Individuals | 52 | $15,864,613 | 15.3% |
Filing source
Form ADV 1913311 · Dec 19, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Dec 19, 2024. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
12707 49TH STREET N, SUITE 800CLEARWATER, FL, 33762, United States
CRD 112768
Filing source
Form ADV 1913311 · Dec 19, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.