Boston Research & Management

Finance · Massachusetts, United States · 1-10 Employees

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Overview

Headquarters

40 Beach St Ste 200, Manchester, Massach...

Phone Number

(978) 526-9700

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Jan
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ZI Rank
1
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1
1
1
1

About Boston Research & Management

Boston Research & Management is a Fee Only Fiduciary firm located in Manchester-by-the-Sea, MA, specializing in comprehensive wealth management services for high net worth families, individuals, and endowments. With over 30 years of experience, the firm is dedicated to acting in the best interests of its clients without selling products or accepting commissions. They employ a disciplined investment process and maintain a small, select group of clients to provide personalized attention and institutional-level asset management. Their team of highly credentialed professionals offers expertise across multiple disciplines, ensuring a principled and independent approach to financial planning.Explore more
Boston Research & Management's Social MediaPopular SearchesBoston Research & ManagementBoston Research & Management IncBoston Research and ManagementBoston Research And Management IncBoston Management and ResearchSIC Code 62,628NAICS Code 52,523Show more

Boston Research & Management Org Chart

Benjamin Muchler, Chief Executive Officer & President at Boston Research & Management
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Chief Executive Officer & President

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DT
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Chief Investment Officer

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RM
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Senior Client Advisor and Chief Compliance Of...

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LK
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Analyst

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CB
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Senior Advisor

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Compare Similar Companies to Boston Research & Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Boston Research & Managem...

<$5M
1-10
Private
-
1991
Benjamin Muchler, Chief Executive Officer & President at Boston Research & Management
Benjamin MuchlerCEO & President
<$5M
1-10
Private
-
2003
N/A
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
2016
RI
Royce ItschnerManaging Director
<$5M
11-50
Private
-
2000
GB
Grace BennettPrincipal, Portfolio Manager and Chief Strategy Officer
<$5M
1-10
Private
-
-
Ryan Ricedorff, President, Certified Financial & Planner at Tribeca Financial
Ryan RicedorffPresident, Certified Financial & Planner
<$5M
1-10
Private
-
2018
N/A
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Company Profile Activity

i

Among all Finance companies

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High Activity

Activity Insights

Boston Research & Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Boston Research & Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Boston Research & Management.

Boston Research & Management Tech Stack

A closer look at the technologies used by Boston Research & Management

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Boston Research & Management News & Media

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Frequently Asked Questions Regarding Boston Research & Management

What is Boston Research & Management's official website?
Boston Research & Management's official website is www.bostonrm.com
What is Boston Research & Management's Revenue?
Boston Research & Management's revenue is <$5 Million
What is Boston Research & Management's SIC code?
Boston Research & Management's SIC: 62,628
What is Boston Research & Management's NAICS code?
Boston Research & Management's NAICS: 52,523
How many employees does Boston Research & Management have?
Boston Research & Management has 1-10 employees
What industry does Boston Research & Management belong to?
Boston Research & Management is in the industry of: Finance, Securities Trading
What is Boston Research & Management competition?
Boston Research & Management top competitors include: Woodmont Investment Counsel, Montecito Capital Management Group, Evanson Asset Management, Clear Rock Advisors
What technology does Boston Research & Management use?
Some of the popular technologies that Boston Research & Management uses are: Google Universal Analytics, RackSpace Cloud DNS, Eploy, Engage ATS
How do I contact Boston Research & Management?
Boston Research & Management contact info: Phone number: (978) 526-9700 Website: www.bostonrm.com
What does Boston Research & Management do?

Boston Research & Management is a Fee Only Fiduciary firm located in Manchester-by-the-Sea, MA, specializing in comprehensive wealth management services for high net worth families, individuals, and endowments. With over 30 years of experience, the firm is dedicated to acting in the best interests of its clients without selling products or acceptin... g commissions. They employ a disciplined investment process and maintain a small, select group of clients to provide personalized attention and institutional-level asset management. Their team of highly credentialed professionals offers expertise across multiple disciplines, ensuring a principled and independent approach to financial planning.Read More

What are Boston Research & Management social media links?
Boston Research & Management Linkedin page Boston Research & Management Twitter page
Is Boston Research & Management a public company?
Boston Research & Management is private company therefore does not currently have an official ticker symbol
See more information about Boston Research & Management

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