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BOSTON RESEARCH AND MANAGEMENT, INC.
CRD 107643 · SEC 801-39603
40 BEACH STREET, SUITE 200, MANCHESTER, MA, 01944-1464, United States
Phone
(978) 526-9700
Fax
(978) 526-1804
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$676.2M
Discretionary AUM
$676.2M
Team
8 total employees; 6 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)PORTFOLIO REVIEWS FOR TRUSTEES FOR AN HOURLY FEE
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 36 | $18.6M |
| High net worth individuals | 88 | $655.0M |
States served
LA, ME, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD