Boston Research and Management Inc
Legal Name: BOSTON RESEARCH AND MANAGEMENT, INC.
Full Contact Details
Boston Research and Management Inc
40 BEACH STREET, SUITE 200, MANCHESTER, MA
(978) 526-9700
(978) 526-1804
Other Info
Boston Research and Management, Inc. is a registered Massachusetts Corporation and SEC-approved financial advisor with 8 employees, 6 of whom are in advisory roles, and a single client. The firm was registered with the SEC on July 31, 1991, and continues to provide its professional financial analysis services.
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%
Top Holdings
- MICROSOFT CORP $9,259k
- CISCO SYSTEMS INC $7,421k
- MASTERCARD INC $7,174k
- ISHARES TR CORE S&P500 ETF $5,976k
- INTEL CORP $5,711k
- Apple Inc $5,561k
- WALMART INC COM $5,531k
- XYLEM INC $5,516k
- FASTENAL CO $5,335k
- MCDONALDS CORP $5,232k