BOSTON RESEARCH AND MANAGEMENT, INC.
CRD #107643 SEC #801-39603 MANCHESTER, MA (978) 526-9700
SEC Registered
Total AUM
$627.1M
Discretionary
$627.1M
Employees
7
Clients
26
Accounts
501
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $627.1M | $627.1M | $0 | 7 | 1 |
| Mar 2024 | $582.1M | $582.1M | $0 | 8 | 1 |
| Mar 2023 | $502.7M | $502.7M | $0 | 8 | 1 |
| Mar 2022 | $548.3M | $548.3M | $0 | 8 | 1 |
| Dec 2021 | $481.8M | $481.8M | $0 | 8 | 1 |
| Mar 2021 | $481.8M | $481.8M | $0 | 8 | 1 |
| Jun 2020 | $446.2M | $446.2M | $0 | 8 | 1 |
| Mar 2020 | $446.2M | $446.2M | $0 | 8 | 1 |
| Mar 2019 | $385.4M | $385.4M | $0 | 8 | 1 |
| Mar 2018 | $357M | $357M | $0 | 8 | 1 |
| Mar 2017 | $319.8M | $319.8M | $0 | 7 | 26 |
| Mar 2016 | $284M | $284M | $0 | 7 | 26 |
| Apr 2015 | $288.3M | $288.3M | $0 | 7 | 26 |
| Mar 2015 | $288.3M | $288.3M | $0 | 7 | 26 |
| Sep 2014 | $265.1M | $265.1M | $0 | 7 | 26 |
| Mar 2014 | $265.1M | $265.1M | $0 | 7 | 26 |
| Mar 2013 | $225.2M | $225.2M | $0 | 8 | 26 |
| Mar 2012 | $199.6M | $199.6M | $0 | 6 | 26 |
| Mar 2011 | $204.3M | $204.3M | $0 | 10 | -- |
| Mar 2008 | $312.9M | $312.9M | $0 | 10 | -- |
| Oct 2007 | $360.9M | $360.9M | $0 | 10 | -- |
| Sep 2007 | $360.9M | $360.9M | $0 | 10 | -- |
| Jan 2007 | $360.9M | $360.9M | $0 | 10 | -- |
| Jan 2006 | $358M | $358M | $0 | 10 | -- |
| Sep 2005 | $334.2M | $334.2M | $0 | 10 | -- |
| Jan 2005 | $334.2M | $334.2M | $0 | 10 | -- |
| Jan 2004 | $238.3M | $238.3M | $0 | 10 | -- |
| May 2002 | $176.7M | $176.7M | $0 | 10 | -- |
| Apr 2002 | $176.7M | $176.7M | $0 | 10 | -- |
DateJan 2025
Total AUM$627.1M
Discretionary$627.1M
Non-Disc.$0
Employees7
Clients1
DateMar 2024
Total AUM$582.1M
Discretionary$582.1M
Non-Disc.$0
Employees8
Clients1
DateMar 2023
Total AUM$502.7M
Discretionary$502.7M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$548.3M
Discretionary$548.3M
Non-Disc.$0
Employees8
Clients1
DateDec 2021
Total AUM$481.8M
Discretionary$481.8M
Non-Disc.$0
Employees8
Clients1
DateMar 2021
Total AUM$481.8M
Discretionary$481.8M
Non-Disc.$0
Employees8
Clients1
DateJun 2020
Total AUM$446.2M
Discretionary$446.2M
Non-Disc.$0
Employees8
Clients1
DateMar 2020
Total AUM$446.2M
Discretionary$446.2M
Non-Disc.$0
Employees8
Clients1
DateMar 2019
Total AUM$385.4M
Discretionary$385.4M
Non-Disc.$0
Employees8
Clients1
DateMar 2018
Total AUM$357M
Discretionary$357M
Non-Disc.$0
Employees8
Clients1
DateMar 2017
Total AUM$319.8M
Discretionary$319.8M
Non-Disc.$0
Employees7
Clients26
DateMar 2016
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees7
Clients26
DateApr 2015
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees7
Clients26
DateMar 2015
Total AUM$288.3M
Discretionary$288.3M
Non-Disc.$0
Employees7
Clients26
DateSep 2014
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$265.1M
Discretionary$265.1M
Non-Disc.$0
Employees7
Clients26
DateMar 2013
Total AUM$225.2M
Discretionary$225.2M
Non-Disc.$0
Employees8
Clients26
DateMar 2012
Total AUM$199.6M
Discretionary$199.6M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$204.3M
Discretionary$204.3M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$312.9M
Discretionary$312.9M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees10
Clients--
DateSep 2007
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$360.9M
Discretionary$360.9M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$358M
Discretionary$358M
Non-Disc.$0
Employees10
Clients--
DateSep 2005
Total AUM$334.2M
Discretionary$334.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2005
Total AUM$334.2M
Discretionary$334.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2004
Total AUM$238.3M
Discretionary$238.3M
Non-Disc.$0
Employees10
Clients--
DateMay 2002
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees10
Clients--
DateApr 2002
Total AUM$176.7M
Discretionary$176.7M
Non-Disc.$0
Employees10
Clients--