Boston Research and Management Inc
Legal Name: BOSTON RESEARCH AND MANAGEMENT, INC.
Full Contact Details
Other Info
Boston Research and Management Inc is legally known as BOSTON RESEARCH AND MANAGEMENT, INC.. It is a MA Corporation. This firm has 8 employees, of which 6 are employees in advisory roles. It serves 1 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 31, 1991.
Manchester-by-the-Sea, MA - Fee-Only Financial Planning — Boston Research & Management
Boston Research & Management is a Fee Only Fiduciary in Manchester-by-the-Sea MA. An alternative to traditional brokerage firms, we provide comprehensive wealth management services for high net worth families, individuals and endowments.
Direct Owners
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BENJAMIN JAMES MUCHLER
MANAGING DIRECTOR owns more than 10% but less than 25%
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DANIEL FREDERICK TORTOLA
CHIEF INVESTMENT OFFICER owns more than 5% but less than 10%
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RAYMOND JAMES STECKER
PRESIDENT/CEO owns 75% or more
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ROBERT STUART MCKENZIE
CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR owns less than 5%
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