BOSTON RETIREMENT ADVISORS,LLC
CRD #116572 SEC #801-107799 DEDHAM, MA 617-209-2224
SEC Registered
Total AUM
$102.4M
Discretionary
$102.4M
Employees
6
Clients
51
Accounts
618
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $102.4M | $102.4M | $0 | 6 | 0 |
| Jul 2017 | $86.7M | $86.7M | $0 | 6 | 315 |
| Mar 2017 | $86.7M | $86.7M | $0 | 6 | 315 |
| Nov 2016 | $75.6M | $75.6M | $0 | 6 | 219 |
| Oct 2016 | $75.6M | $75.6M | $0 | 6 | 219 |
| Jun 2016 | $75.6M | $75.6M | $0 | 6 | 219 |
| May 2016 | $75.6M | $75.6M | $0 | 6 | 219 |
| May 2016 | $75.6M | $75.6M | $0 | 6 | 219 |
| Jul 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Jun 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Jun 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Jun 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| May 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| May 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Apr 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Feb 2012 | $53.9M | $53.9M | $0 | 1 | 208 |
| Sep 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Apr 2011 | $41.9M | $41.9M | $0 | 5 | -- |
| Apr 2011 | $36.8M | $36.8M | $0 | 5 | -- |
| Mar 2011 | $36.8M | $36.8M | $0 | 5 | -- |
| Jan 2008 | $34.6M | $34.6M | $0 | 5 | -- |
| Sep 2007 | $32.6M | $32.6M | $0 | 5 | -- |
DateMar 2018
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees6
Clients0
DateJul 2017
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees6
Clients315
DateMar 2017
Total AUM$86.7M
Discretionary$86.7M
Non-Disc.$0
Employees6
Clients315
DateNov 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees6
Clients219
DateOct 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees6
Clients219
DateJun 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees6
Clients219
DateMay 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees6
Clients219
DateMay 2016
Total AUM$75.6M
Discretionary$75.6M
Non-Disc.$0
Employees6
Clients219
DateJul 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateJun 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateJun 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateJun 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateMay 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateMay 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateApr 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateFeb 2012
Total AUM$53.9M
Discretionary$53.9M
Non-Disc.$0
Employees1
Clients208
DateSep 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$41.9M
Discretionary$41.9M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$34.6M
Discretionary$34.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$32.6M
Discretionary$32.6M
Non-Disc.$0
Employees5
Clients--