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| Boston Financial Management LLC
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|---|---|
| CRD # | 112360 |
| SEC # | 801-11178 |
| CIK # | 0001053055, 0001302797, 0000829937 |
| AUM | $4.4 BB (2024-03-26) |
| Employees | 49 (53% Investors, 0% Brokers) |
| Phone | 617-338-8108 |
| Address | 255 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.6 | |
| AAPL | 2,382.8 | 0.4 | |
| GOOGL | 1,475.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| JPM | 340.2 | 0.2 | |
| ATR | 6.7 | 0.2 | |
| DCI | 5.9 | 0.2 | |
| ACN | 179.5 | 0.2 | |
| V | 419.3 | 0.2 | |
| WAT | 19.8 | 0.2 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339 | 0.1 |
| (b) Individuals (high net worth individuals) | 745 | 3.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.1 |
| (h) Charitable organizations | 36 | 0.2 |
| (i) State or municipal government entities | 1 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 14 | 0.1 |
| (n) Other | 1 | 0.1 |
| Total | 2,952 | 4.4 |
| By Discretionary | ||
| Discretionary | 2,934 | 4.3 |
| Non-Discretionary | 18 | 0.1 |
| Total | 2,952 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.3 | |
| Total | 2,952 | 4.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0000829937] | |
| 13F-NT | [0000829937] | |
| 13F-HR | [0001053055] | |
| 13F-NT | [0001302797] |
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