BOSTON FINANCIAL MANAGEMENT LLC
CRD #112360 SEC #801-11178 BOSTON, MA 617-338-8108
SEC Registered
Total AUM
$5B
Discretionary
$4.9B
Employees
49
Clients
--
Accounts
3,056
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $5B | $4.9B | $151M | 49 | 1 |
| Nov 2024 | $4.4B | $4.3B | $108M | 49 | 2 |
| Apr 2024 | $4.4B | $4.3B | $108M | 49 | 2 |
| Mar 2024 | $4.4B | $4.3B | $108M | 49 | 2 |
| Oct 2023 | $3.7B | $3.6B | $77.1M | 51 | 2 |
| Mar 2023 | $3.7B | $3.6B | $77.1M | 51 | 2 |
| Nov 2022 | $3.8B | $3.7B | $89.8M | 45 | 0 |
| Apr 2022 | $3.8B | $3.7B | $89.8M | 45 | 0 |
| Mar 2022 | $3.8B | $3.7B | $89.8M | 45 | 0 |
| Jan 2022 | $3.2B | $3.2B | $67.5M | 41 | 0 |
| Nov 2021 | $3.2B | $3.2B | $67.5M | 41 | 0 |
| May 2021 | $3.2B | $3.2B | $67.5M | 41 | 0 |
| Mar 2021 | $3.2B | $3.2B | $67.5M | 41 | 0 |
| Oct 2020 | $2.8B | $2.8B | $78.9M | 42 | 0 |
| Jun 2020 | $2.8B | $2.8B | $78.9M | 42 | 0 |
| Apr 2020 | $2.8B | $2.8B | $78.9M | 42 | 0 |
| Mar 2020 | $2.8B | $2.8B | $78.9M | 42 | 0 |
| Mar 2019 | $2.2B | $2.1B | $46.6M | 40 | 0 |
| Jan 2019 | $2.3B | $2.2B | $95.5M | 38 | 0 |
| Jan 2019 | $2.3B | $2.2B | $95.5M | 38 | 0 |
| Jul 2018 | $2.3B | $2.2B | $95.5M | 38 | 0 |
| Jul 2018 | $2.3B | $2.2B | $95.5M | 38 | 0 |
| Mar 2018 | $2.3B | $2.2B | $95.5M | 38 | 0 |
| Sep 2017 | $1.9B | $1.9B | $54.4M | 43 | 800 |
| Jun 2017 | $1.9B | $1.9B | $54.4M | 43 | 800 |
| May 2017 | $1.9B | $1.9B | $54.4M | 43 | 800 |
| Mar 2017 | $1.9B | $1.9B | $54.4M | 43 | 800 |
| Nov 2016 | $1.9B | $1.8B | $50.8M | 44 | 1,000 |
| Jul 2016 | $1.9B | $1.8B | $50.8M | 44 | 1,000 |
| May 2016 | $1.9B | $1.8B | $50.8M | 45 | 1,000 |
| May 2016 | $1.9B | $1.8B | $50.8M | 45 | 1,000 |
| Apr 2016 | $1.2B | $1.2B | $25.1M | 31 | 600 |
| Mar 2016 | $1.2B | $1.2B | $25.1M | 31 | 600 |
| Mar 2016 | $1.3B | $1.3B | $28.2M | 31 | 600 |
| Feb 2016 | $1.3B | $1.3B | $28.2M | 31 | 600 |
| Jan 2016 | $1.3B | $1.3B | $28.2M | 31 | 600 |
| Nov 2015 | $1.3B | $1.3B | $28.2M | 31 | 600 |
| Sep 2015 | $1.3B | $1.3B | $28.2M | 32 | 600 |
| Jul 2015 | $1.3B | $1.3B | $29.7M | 37 | 600 |
| Sep 2014 | $1.3B | $1.3B | $29.7M | 37 | 600 |
| Oct 2013 | $1.1B | $1.1B | $22.7M | 35 | 500 |
| Sep 2012 | $1B | $997.3M | $20.3M | 11 | 500 |
| Feb 2012 | $1B | $1B | $22.4M | 11 | 500 |
| Feb 2011 | $895.9M | $876.2M | $19.6M | -- | -- |
| Oct 2010 | $895.9M | $876.2M | $19.6M | -- | -- |
| Oct 2010 | $895.9M | $876.2M | $19.6M | -- | -- |
| Sep 2009 | $720.1M | $709.5M | $10.6M | -- | -- |
| Aug 2007 | $832.9M | $822.5M | $10.4M | -- | -- |
| Jan 2006 | $695.4M | $680.4M | $15M | -- | -- |
| Sep 2005 | $695.4M | $680.4M | $15M | -- | -- |
| Aug 2001 | $267.9M | $267.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$5B
Discretionary$4.9B
Non-Disc.$151M
Employees49
Clients1
DateNov 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$108M
Employees49
Clients2
DateApr 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$108M
Employees49
Clients2
DateMar 2024
Total AUM$4.4B
Discretionary$4.3B
Non-Disc.$108M
Employees49
Clients2
DateOct 2023
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$77.1M
Employees51
Clients2
DateMar 2023
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$77.1M
Employees51
Clients2
DateNov 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$89.8M
Employees45
Clients0
DateApr 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$89.8M
Employees45
Clients0
DateMar 2022
Total AUM$3.8B
Discretionary$3.7B
Non-Disc.$89.8M
Employees45
Clients0
DateJan 2022
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$67.5M
Employees41
Clients0
DateNov 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$67.5M
Employees41
Clients0
DateMay 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$67.5M
Employees41
Clients0
DateMar 2021
Total AUM$3.2B
Discretionary$3.2B
Non-Disc.$67.5M
Employees41
Clients0
DateOct 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$78.9M
Employees42
Clients0
DateJun 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$78.9M
Employees42
Clients0
DateApr 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$78.9M
Employees42
Clients0
DateMar 2020
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$78.9M
Employees42
Clients0
DateMar 2019
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$46.6M
Employees40
Clients0
DateJan 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$95.5M
Employees38
Clients0
DateJan 2019
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$95.5M
Employees38
Clients0
DateJul 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$95.5M
Employees38
Clients0
DateJul 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$95.5M
Employees38
Clients0
DateMar 2018
Total AUM$2.3B
Discretionary$2.2B
Non-Disc.$95.5M
Employees38
Clients0
DateSep 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$54.4M
Employees43
Clients800
DateJun 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$54.4M
Employees43
Clients800
DateMay 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$54.4M
Employees43
Clients800
DateMar 2017
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$54.4M
Employees43
Clients800
DateNov 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$50.8M
Employees44
Clients1,000
DateJul 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$50.8M
Employees44
Clients1,000
DateMay 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$50.8M
Employees45
Clients1,000
DateMay 2016
Total AUM$1.9B
Discretionary$1.8B
Non-Disc.$50.8M
Employees45
Clients1,000
DateApr 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.1M
Employees31
Clients600
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$25.1M
Employees31
Clients600
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$28.2M
Employees31
Clients600
DateFeb 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$28.2M
Employees31
Clients600
DateJan 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$28.2M
Employees31
Clients600
DateNov 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$28.2M
Employees31
Clients600
DateSep 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$28.2M
Employees32
Clients600
DateJul 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees37
Clients600
DateSep 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$29.7M
Employees37
Clients600
DateOct 2013
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$22.7M
Employees35
Clients500
DateSep 2012
Total AUM$1B
Discretionary$997.3M
Non-Disc.$20.3M
Employees11
Clients500
DateFeb 2012
Total AUM$1B
Discretionary$1B
Non-Disc.$22.4M
Employees11
Clients500
DateFeb 2011
Total AUM$895.9M
Discretionary$876.2M
Non-Disc.$19.6M
Employees--
Clients--
DateOct 2010
Total AUM$895.9M
Discretionary$876.2M
Non-Disc.$19.6M
Employees--
Clients--
DateOct 2010
Total AUM$895.9M
Discretionary$876.2M
Non-Disc.$19.6M
Employees--
Clients--
DateSep 2009
Total AUM$720.1M
Discretionary$709.5M
Non-Disc.$10.6M
Employees--
Clients--
DateAug 2007
Total AUM$832.9M
Discretionary$822.5M
Non-Disc.$10.4M
Employees--
Clients--
DateJan 2006
Total AUM$695.4M
Discretionary$680.4M
Non-Disc.$15M
Employees--
Clients--
DateSep 2005
Total AUM$695.4M
Discretionary$680.4M
Non-Disc.$15M
Employees--
Clients--
DateAug 2001
Total AUM$267.9M
Discretionary$267.9M
Non-Disc.$0
Employees5
Clients--