Boston Financial Management Revenue
Financial Services • 
Boston, Massachusetts, United States • 51-100 Employees
Boston Financial Management revenue & valuation
| Annual revenue | $4,876,635 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $15,700,000 |
| Total funding | No funding |
Key Contacts at Boston Financial Management
John Goldthwait
Managing Director
Alan Macdonald
Managing Director
Theodore Shediac
Managing Director
Susan Zimmerman
Managing Director
Bottar Karen
Managing Director
Charles Casazza
Managing Director
Company overview
| Headquarters | 255 State St, Boston, Massachusetts 02109, US |
| Website | |
| NAICS | 52 |
| Founded | 1976 |
| Employees | 51-100 |
Boston Financial Management Email Formats
Boston Financial Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@bfminvest.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@bfminvest.com | 100% |
About 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/
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Boston Financial Management has 7 employees across 2 departments.
Departments
Number of employees
Funding Data
Boston Financial Management has never raised funding before.
Boston Financial Management Tech Stack
Discover the technologies and tools that power Boston Financial Management's digital infrastructure, from frameworks to analytics platforms.
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United Kingdom
Frequently asked questions
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