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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 23, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LARSEN, DANIEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSEN, DANIEL | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSEN, DANIEL | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSEN, DANIEL | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| LARSEN, DANIEL | I | PORTFOLIO MANAGER/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| MCKENZIE, ROBERT, STUART | I | CHIEF COMPLIANCE OFFICER/SENIOR CLIENT ADVISOR | NA | |
| STECKER, RAYMOND, JAMES | I | PRESIDENT | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO/CHIEF COMPLIANCE OFFICER | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| STECKER, RAYMOND, JAMES | I | PRESIDENT/CEO | E | Control |
| MUCHLER, BENJAMIN, JAMES | I | PRESIDENT/CEO | D | Control |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | D | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| BEGG, CHRISTOPHER, M | I | PRINCIPAL/VICE PRESIDENT | B | Control |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING PARTNER | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING PARTNER | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING PARTNER | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING PARTNER | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| MUCHLER, BENJAMIN, JAMES | I | MANAGING DIRECTOR | B | |
| TORTOLA, DANIEL, F. | I | PARTNER | A | |
| TORTOLA, DANIEL, F. | I | PARTNER | A | |
| TORTOLA, DANIEL, F. | I | PARTNER | A | |
| TORTOLA, DANIEL, F. | I | PARTNER | A | |
| TORTOLA, DANIEL, F. | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A | |
| TORTOLA, DANIEL, FREDERICK | I | CHIEF INVESTMENT OFFICER | A |
Registrations
Federal
IA
Jan 23, 2025 REGISTERED
Notice Filings (8)
CA FL LA MA ME NH TX VT
Address
40 BEACH STREETSUITE 200
MANCHESTER, MA 01944-1464
United States
Phone: (978) 526-9700