Boston Research and Management, Inc.
● SEC registered since 1991CRD 107643SEC# 801-39603Manchester, MA
Reg. AUM
$676.2M
Employees
8
Accounts
501
Location
Manchester, MA
Boston Research and Management, Inc. assets under management
Boston Research and Management, Inc. is a registered investment adviser overseen by the SEC based in Manchester, MA. The firm has been registered since 1991. It reports $676.2 million in regulatory assets under management and employs 8 people.
Boston Research and Management, Inc. owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin James Muchler Control | President/Ceo | 50-75% | 2025 |
| Daniel Frederick Tortola Control | Chief Investment Officer | 50-75% | 2014 |
| Robert Stuart McKenzie | Chief Compliance Officer/Senior Client Advisor | Under 5% | 2014 |
Frequently asked questions
How much does Boston Research and Management, Inc. manage?
Boston Research and Management, Inc. reports $676.2 million in regulatory assets under management on its Form ADV.
How many employees does Boston Research and Management, Inc. have?
Boston Research and Management, Inc. reports 8 employees.
Where is Boston Research and Management, Inc. located?
Boston Research and Management, Inc. is based in Manchester, MA and has been SEC-registered since 1991.
Does Boston Research and Management, Inc. disclose fund performance?
Boston Research and Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 40 Beach Street, Suite 200, Manchester, MA 01944-1464 |
| Phone | (978) 526-9700 |
| Fax | (978) 526-1804 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$676.2M▲ 8%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$676.2Mregulatory AUM
Discretionary $676.2M