Boston Financial Management LLC
CRD 112360SEC# 801-11178Boston, MA
No longer SEC-registered. Boston Financial Management LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$5.01B
Employees
49
Accounts
3,056
Location
Boston, MA
Boston Financial Management LLC assets under management
Boston Financial Management LLC is an SEC-registered investment adviser based in Boston, MA. It reports $5 billion in regulatory assets under management and employs 49 people.
Boston Financial Management LLC owners & executives
20 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Abigail Marr Psyhogeos Control | Managing Director, Member | 5-10% | 2019 |
| Alisa Kim O'Neil Control | Director Of Estate & Financial Planning, Member | Under 5% | 2019 |
| Brad Michael Weafer Control | Chief Investment Officer, Member | 5-10% | 2016 |
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Join to unlock · $37/moFrequently asked questions
How much does Boston Financial Management LLC manage?
Boston Financial Management LLC reports $5 billion in regulatory assets under management on its Form ADV.
How many employees does Boston Financial Management LLC have?
Boston Financial Management LLC reports 49 employees.
Where is Boston Financial Management LLC located?
Boston Financial Management LLC is based in Boston, MA.
Does Boston Financial Management LLC disclose fund performance?
Boston Financial Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 255 State Street, 6th Floor, Boston, MA 02109 |
| Office hours | 8:30 - 5:00 |
| Discloses disciplinary history | No |
Regulatory AUM
$5.01BNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$5.01Bregulatory AUM
Discretionary $4.86BNon-discretionary $151M