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BOSTON INVESTMENT TRUST MANAGEMENT, INC.
CRD 139446
54 MAIN STREET, BRIDGEWATER, MA, 02324, United States
Phone
617-423-7290
Fax
617-423-7292
Registration
— (—)
Source
State registered
Total AUM
$4.5M
Discretionary AUM
$4.5M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.5M |
Official SEC filing: View on IAPD