Boston Research & Management Inc (Manchester)

Name: Boston Research & Management Inc
Address: 40 Beach Street, Manchester, MA, 01944
Telephone: (978) 526-9700

Boston Research & Management Inc is a large advisory firm based in Manchester. It manages $238.27 million of regulatory assets for 450 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Florida, Maine, and 4 other states.

Boston Research & Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston Research & Management: assets under management

The assets under management (AUM) of Boston Research & Management Inc is $238.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 30% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $238.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $529.49 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Boston Research & Management Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boston Research & Management Inc

Raymond James Stecker has been acting as President since 1 Jun 1991. Christopher M Begg joined the executive team most recently as the Principal/Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Raymond James Stecker	President	1 Jun 1991	75% - 100%	1305140
Christopher M Begg	Principal/vice president	1 Jan 2003	Other	4688183

Based in Manchester

The principal office where Boston Research & Management Inc performs its advisory services is located at 40 Beach Street, Manchester, MA 01944, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (978) 526-9700 or by fax (978) 526-1804. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at www.bostonrm.com.