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Boston Financial Management LLC

Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 16, 2017
    • $1.9B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 2K
      Accounts
    • $964.7K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

Advisors

Current Advisors

# of advisors

16

name start date
Clarence Hopkins King
May 2016
Edward Frank Glesmann
January 2016
Jay Nicholls
September 2017
Dana Farrell Clark
February 2016
Geoffry Adolphe Juviler
January 2016

    Leadership

    Ownership

    There is no ownership data available to display at this time.

    Executives and Control Persons

    Name Title Tenure Date % Ownership
    Richard Harding Morse Chairman And Elected Manager January, 2016 50% to 75%
    Susan Gaukler Zimmerman Managing Director, Member January, 2016 5% to 10%
    Michael Lawrence Brown President, Director, Member And Elected Manager January, 2016 5% to 10%
    Bradford Gardner Vice Chairman And Managing Director, Member April, 2016 less than 5%
    Clarence Hopkins King Managing Director, Member April, 2016 less than 5%
    Stacy Austin Reinhart Managing Director, Member April, 2016 less than 5%
    Michael Burke Stephens Vice President, Member April, 2016 less than 5%
    Brad Michael Weafer Chief Investment Officer, Member January, 2016 less than 5%
    Jonathan D Lynch Vice President, Member January, 2016 less than 5%
    Dana Farrell Clark Managing Director, Member January, 2016 less than 5%
    Charles J Zambri Chief Compliance Officer, Member January, 2016 less than 5%
    Karen Rose Bottar Managing Director, Member January, 2016 less than 5%
    Carol Ann Cusson Controller, Member January, 2016 less than 5%
    Geoffry Adolphe Juviler Managing Director, Member January, 2016 less than 5%
    Charles Thomas Casazza Managing Director And Chief Market Strategiest January, 2016 less than 5%
    Timothy James Farina Assistant Vice President September, 2014 less than 5%
    Lawrence Ian Kahn Managing Director September, 2014 less than 5%
    David Joseph Duval Managing Director September, 2014 less than 5%
    Edward Frank Glesmann Managing Director August, 2009 less than 5%
    Alan Thomas Macdonald Managing Director March, 2005 less than 5%
      Source: SEC

      Fees

      Types of Compensation Arrangements

      • Percentage Of Assets
      • Fixed Fees