Boston Investment Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 334361
- Fee structure
- Percentage of AUM, Commissions
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Boston Investment Advisors LLC is a Massachusetts-registered limited liability company that provides financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm is owned by an individual and is classified as unclassified in regulatory filings. It operates on a fee model that includes a percentage-of-assets-under-management component and commissions. The adviser is single-state in scope and does not characterize itself as an active ESG investor or a capital allocator. Its service mix suggests a focus on retail and small-business clients through discretionary portfolio management and client-facing financial planning and educational offerings.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Craig Hartnett
Chief Investment OfficerCRD 1572295
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 198 Tremont St
- Time zone
- ET (UTC-5)
- Office locations
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