Boston American Asset Management, Inc. (Boston)

Name: Boston American Asset Management, Inc.
Address: 30 Federal Street, Boston, MA, 02110 2508
Telephone: 617-426-1330

Boston American Asset Management, Inc. is a large advisory firm based in Boston. It manages $83.62 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdiction of Massachusetts.

Boston American Asset Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Boston American Asset Management: assets under management

The assets under management (AUM) of Boston American Asset Management, Inc. is $83.62 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 106% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $83.62 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $41.81 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Boston American Asset Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Boston American Asset Management, Inc.

Boston American Asset Management, Inc. is owned by Kent Green. Karen Marie Maniscalco joined the executive team most recently as the Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Kent Green	Owner	1 Jan 1994	75% - 100%	1661420
Verlyn Kent Green	President and chief portfolio manager, chairman of investment committee & chief compliance officer	1 Jan 1994	75% - 100%	1661420
Karen Marie Maniscalco	Vice president	1 Jan 2005	Other	4912105

Based in Boston

The principal office where Boston American Asset Management, Inc. performs its advisory services is located at 30 Federal Street, Boston, MA 02110 2508, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-426-1330 or by fax 617-426-1796. The normal business hours are 9:00 - 5:00 on Monday - Friday. You can find more information about the New York firm at www.bostonamerican.com.