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| Happy Holidays!! thanks for using AUM13F!! |
| Boston Financial Management LLC
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| CRD # | 112360 |
| SEC # | 801-11178 |
| CIK # | 0000829937, 0001302797, 0001053055 |
| AUM | $5.0 B (2025-03-05) |
| Employees | 49 (53% Investors, 0% Brokers) |
| Phone | 617-338-8108 |
| Address | 255 State Street Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0000829937 0001302797 0001053055 |
| Sector | Form 13F Holdings | Value ($B) |
|---|---|---|
| Microsoft Corp | 0.6 | |
| Apple Inc | 0.4 | |
| J P Morgan Chase & Co | 0.3 | |
| Alphabet Inc | 0.2 | |
| Donaldson Co Inc | 0.2 | |
| VISA Inc | 0.2 | |
| Alphabet Inc | 0.2 | |
| AptarGroup Inc | 0.2 | |
| Qualys Inc | 0.2 | |
| Accenture PLC | 0.2 | |
| Johnson & Johnson | 0.2 | |
| Automatic Data Processing Inc | 0.2 | |
| Nvidia Corp | 0.2 | |
| Hubbell Inc | 0.2 | |
| Cullen Frost Bankers Inc | 0.1 | |
| Factset Research Systems Inc | 0.1 | |
| Costco Wholesale Corp /NEW | 0.1 | |
| Watts Water Technologies Inc | 0.1 | |
| Oracle Corp | 0.1 | |
| Cincinnati Financial Corp | 0.1 | |
| SEI Investments Co | 0.1 | |
| Stryker Corp | 0.1 | |
| Choice Hotels International Inc /DE | 0.1 | |
| Ace Ltd | 0.1 | |
| Chemed Corp | 0.1 | |
| Exlservice Holdings Inc | 0.1 | |
| Applied Industrial Technologies Inc | 0.1 | |
| Cisco Systems Inc | 0.1 | |
| Progress Software Corp /MA | 0.1 | |
| Northern Trust Corp | 0.1 | Prev | Page 1 | Next |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 331 | 0.1 |
| (b) Individuals (high net worth individuals) | 779 | 4.4 |
| (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 | 10 | 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 | 11 | 0.1 |
| (n) Other | 1 | 0.1 |
| Total | 3,056 | 5.0 |
| By Discretionary | ||
| Discretionary | 3,042 | 4.9 |
| Non-Discretionary | 14 | 0.2 |
| Total | 3,056 | 5.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 4.9 | |
| Total | 3,056 | 5.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0000829937] | |
| 13F-NT | [0000829937] | |
| 13F-HR | [0001053055] | |
| 13F-NT | [0001302797] |
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|---|---|---|
|
Avior Wealth Management LLC
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NE | 5.1 |
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Frost Investment Advisors LLC
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|
TX | 5.1 |
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Stockman Wealth Management Inc
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MT | 5.1 |
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Pine Ridge Advisers LLC
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NY | 5.1 |
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Crescent Grove Advisors LLC
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IL | 5.0 |
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Zevenbergen Capital Investments LLC
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WA | 5.0 |
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Alphapoint Inc
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CA | 5.0 |
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Shepherd Financial Investment Advisory LLC
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IN | 4.9 |
|
Gladstone Institutional Advisory LLC
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|
FL | 4.9 |
|
The Ascent Group LLC
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|
VA | 4.9 |