Boston American Asset Management, Inc. is a large advisory firm based in Boston. It manages $83.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.
Boston American Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boston American Asset Management, Inc. is $83.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Boston American Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Boston American Asset Management, Inc. is owned by Kent Green. Karen Marie Maniscalco joined the executive team most recently as the Vice President.
The principal office where Boston American Asset Management, Inc. performs its advisory services is located at 30 Federal Street, Boston, MA 02110 2508, 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 617-426-1330 or by fax 617-426-1796. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.bostonamerican.com.