Boston Financial Management Revenue and Competitors
Estimated Revenue & Valuation
- Boston Financial Management's estimated annual revenue is currently $13.4M per year.
- Boston Financial Management's estimated revenue per employee is $189,000
Employee Data
- Boston Financial Management has 71 Employees.
- Boston Financial Management grew their employee count by 4% last year.
Boston Financial Management's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Controller | Reveal Email/Phone |
2 | VP, Wealth Manager | Reveal Email/Phone |
3 | Managing Director | Reveal Email/Phone |
4 | Chief Operating Officer, Chief Compliance Officer & Director Client Service | Reveal Email/Phone |
5 | Chief Planning Officer | Reveal Email/Phone |
6 | Director Trading | Reveal Email/Phone |
7 | Managing Director | Reveal Email/Phone |
8 | Managing Director | Reveal Email/Phone |
9 | Managing Director | Reveal Email/Phone |
10 | Managing Director, Wealth Manager | Reveal Email/Phone |
Boston Financial Management Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $38.3M | 166 | 0% | N/A | N/A |
#2 | $121.5M | 463 | 6% | N/A | N/A |
#3 | $4.3M | 29 | 21% | N/A | N/A |
#4 | $13.6M | 72 | 80% | N/A | N/A |
#5 | $7.9M | 47 | -27% | N/A | N/A |
#6 | $7.2M | 43 | 8% | N/A | N/A |
#7 | $48M | 208 | 8% | N/A | N/A |
#8 | $164.9M | 0 | N/A | N/A | N/A |
#9 | $147M | 560 | -5% | N/A | N/A |
#10 | $64.7M | 280 | 3% | N/A | N/A |
What Is Boston Financial Management?
We dedicate ourselves to wealth management for individuals, their families and endowments. We believe we provide an unmatched level of client service and the relationships we have with our clients defines our success. Boston Financial Management, LLC was established as the successor to a private investment counseling firm founded in 1976. In the more than forty years since then, we have grown into a highly respected wealth manager, serving the investment and financial planning needs of individuals, families and institutions. We are an independent advisory firm registered with the Securities & Exchange Commission under the Investment Advisors Act of 1940. Important Social Media Disclosures: http://bfminvest.com/social-media-disclosures/
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Total Funding
71
Number of Employees
$13.4M
Revenue (est)
4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Other Companies in Boston
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $20.6M | 71 | 54% | N/A |
#2 | $7.5M | 71 | 15% | N/A |
#3 | $3.5M | 71 | -3% | N/A |
#4 | $15.5M | 71 | 31% | N/A |
#5 | $11.5M | 71 | 31% | N/A |