Also known as boston research and
Boston Research and Management is a fee-only fiduciary wealth manager based in Manchester-by-the-Sea, Massachusetts, founded in 1991. It positions itself as an alternative to traditional brokerage firms. The firm provides comprehensive wealth management services for high net worth families, individuals and endowments. Its site states that it has spent over 30 years building a team dedicated to serving these clients with investment experience.
Public regulatory records matched to Boston Research and Management from SEC and IRS filings.
Public filings matched to Boston Research and Management across SEC, IRS, DOL and international registers — newest first.
Cross-referenced from the LPbacked Signal Feed.
Browse more wealth managers and other institutional investors by location and type in the LPbacked limited-partner database.
Boston Research and Management is a wealth manager based in Manchester, United States, managing approximately $154.7B in assets.
Boston Research and Management is headquartered in Manchester, United States.
Boston Research and Management manages approximately $154.7B in assets under management.
Boston Research and Management was founded in 1991.
Verified contact details, key decision-makers, and investment preferences for Boston Research and Management are available on LPbacked. Create a free account to access them.