Boston Financial Management

Finance · Massachusetts, United States · 201-500 Employees

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Overview

Headquarters

255 State St Fl 6, Boston, Massachusetts...

Phone Number

(617) 338-8108

Revenue

$13 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
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ZI Rank
3
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About Boston Financial Management

Boston Financial Management is an investment management and wealth advisory firm. It offers wealth management, estate & financial planning, trust & fiduciary services, family office services, and endowments, nonprofits & institutional funds. The firm was founded in 1976 and is headquartered in Boston, Massachusetts.Explore more
Boston Financial Management's Social MediaPopular SearchesBoston Financial Management LLCBoston Financial ManagementBoston Financial Management IncBoston Financial Management, LLC (formerly Emerson...Financial Management LLCSIC Code 62,628NAICS Code 52,523Show more

Boston Financial Management Org Chart

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CK
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Managing Director

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SZ
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Managing Director

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JL
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Financial Principal & Advisor

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DC
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Managing Director

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SB
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Managing Director

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BW
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Senior VP, Financial & Portfolio Management A...

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JN
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Vice President, Financial & Portfolio Managem...

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Vice President, Financial & Portfolio Managem...

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Vice President, Financial & Portfolio Managem...

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Vice President, Financial & Advisor

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boston Financial Manageme...

$13M
201-500
Private
-
1976
CK
Clarence KingManaging Director
$227.7M
201-500
Private
-
1998
$219.1M
201-500
Private
-
2017
ML
Matt LaMontagneDirector, Chief Financial Officer Services
$99.5M
51-200
Public
-
1983
BM
Benjamin MurrayChief Operating Officer, Alternative Investments
$43.6M
51-200
Private
-
1913
$39.5M
51-200
Private
<$5M
1996
$36.1M
51-200
Private
-
1985
JB
Jessica BoghetichSenior Director
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

Boston Financial Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Boston Financial Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Boston Financial Management.

Boston Financial Management Tech Stack

A closer look at the technologies used by Boston Financial Management

Most Recent Scoops

Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Award
Award
New Hire
Executive Move
Executive Moves, New Hire, Personnel Moves
Lateral Move
Executive Move
Executive Moves, Lateral Move, Personnel Moves
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Top Finance Companies

Frequently Asked Questions Regarding Boston Financial Management

What is Boston Financial Management's official website?
Boston Financial Management's official website is www.bostonfinancialmanagement.com
What is Boston Financial Management's Revenue?
Boston Financial Management's revenue is $13 Million
What is Boston Financial Management's SIC code?
Boston Financial Management's SIC: 62,628
What is Boston Financial Management's NAICS code?
Boston Financial Management's NAICS: 52,523
How many employees does Boston Financial Management have?
Boston Financial Management has 201-500 employees
What industry does Boston Financial Management belong to?
Boston Financial Management is in the industry of: Finance, Securities Trading
What is Boston Financial Management competition?
Boston Financial Management top competitors include: Cresset, RGT Wealth Advisors, Coldstream Holdings, Westwood Holdings Group
What companies has Boston Financial Management acquired?
Boston Financial Management has acquired the companies: Atlantic Capital Management, MFP Strategies, Plan Advisory Services, Morton Wealth Management
What technology does Boston Financial Management use?
Some of the popular technologies that Boston Financial Management uses are: WooCommerce, WordPress.org, ClickDimensions, reCAPTCHA
How do I contact Boston Financial Management?
Boston Financial Management contact info: Phone number: (617) 338-8108 Website: www.bostonfinancialmanagement.com
What does Boston Financial Management do?

Boston Financial Management is an investment management and wealth advisory firm. It offers wealth management, estate & financial planning, trust & fiduciary services, family office services, and endowments, nonprofits & institutional funds. The firm was founded in 1976 and is headquartered in Boston, Massachusetts.... Read More

What are Boston Financial Management social media links?
Boston Financial Management Linkedin page Boston Financial Management Twitter page Boston Financial Management Facebook page
Is Boston Financial Management a public company?
Boston Financial Management is private company therefore does not currently have an official ticker symbol
See more information about Boston Financial Management

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