BOSTON ASSET MANAGEMENT, INC.
CRD #112768 SEC #801-123584 CLEARWATER, FL 727-894-6520
SEC Registered
Total AUM
$103.7M
Discretionary
$103.7M
Employees
4
Clients
--
Accounts
466
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 2, 2024
- 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 |
|---|---|---|---|---|
| GOVONI, MARK, JOHN | I | PRESIDENT | NA | Control |
| GOVONI, MARK, JOHN | I | PRESIDENT | NA | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | E | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | E | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | E | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | E | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | E | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | D | Control |
| GOVONI, LEO, JOSEPH | I | CHIEF EXECUTIVE OFFICER/PRESIDENT | D | Control |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| SAUER, ELIZABETH, SUSAN | I | SHAREHOLDER | B | |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | SHAREHOLDER | B | |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | SHAREHOLDER | B | |
| WALRATH, BRETT, JASON | I | SHAREHOLDER | B | |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
| WALRATH, BRETT, JASON | I | CHIEF COMPLIANCE OFFICER | B | Control |
Registrations
Federal
IA
May 2, 2024 REGISTERED
Notice Filings (6)
CA FL MA NH TX VT
Address
12707 49TH STREET NSUITE 800
CLEARWATER, FL 33762
United States
Phone: 727-894-6520