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U. S. BOSTON CAPITAL CORPORATION
CRD 5251 · SEC 801-130044
55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA, 01773, United States
Phone
781-259-1144
Fax
781-259-1166
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$359.8M
Discretionary AUM
$0
Team
5 total employees; 1 advisory reps; 2 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-02-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 62 | $68.0M |
| High net worth individuals | 30 | $279.0M |
| Pension/profit sharing plans | 5 | $12.8M |
States served
MA, NC, NH, FL
All web addresses on file
Official SEC filing: View on IAPD