Boston Research And Management, Inc.

RIASEC RegisteredEst. 1991

Total AUM

$676M

Discretionary

$676M

100% of AUM

Avg account

$1.3M

Accounts

501

Employees

8

Advisory reps

6

Firm details

Headquarters: Manchester, Massachusetts
CRD number: 107643
Registered since: July 31, 1991
Website: bostonrm.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI96.86%
Individuals2.74%
Corporations / Businesses0.18%
Charitable Organizations0.15%
Pension & Profit Sharing Plans0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Boston Research And Management, Inc. is an independent registered investment adviser that has been SEC-registered since 1991. The firm serves primarily individual and family clients and provides financial planning and portfolio management for individuals, small businesses, and institutions. Its fee model combines asset-based fees and hourly charges. The firm is not identified as an ESG-focused investor, is not classified as a capital allocator, and is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities55%
State & Local Bonds15%
Public Funds/Mutual Funds14%
Investment Grade Corp Bonds8%
Cash & Cash Equivalents7%

Owners & executives

1 of 1

Daniel Tortola
Chief Investment OfficerCRD 5643293

Contacts

3 of 5

Robert Mckenzie
Senior Client AdvisorCRD 4393552
Leslie Kernan
AnalystCRD 7523715
Charles Babin
Senior AdvisorCRD 9509

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 31

Active vs passive

$98.6M in ETFs

Passive

100%

$98.6M

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ISHARES CORE S&P 500 ETF (IVV)	BlackRock	Passive	Large Blend	$21.6M	28,863	21.92%

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Primary office

Manchester, MA

Essex

Location

Manchester, MA

Headquartered in Manchester, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Essex
Address: 40 Beach St
Time zone: ET (UTC-5)
Office locations

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