U. S. Boston Capital Corporation is a pension cosultant based in Lincoln. It manages $622.45 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of Massachusetts.
U. S. Boston Capital Corporation provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of U. S. Boston Capital Corporation is $622.45 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay U. S. Boston Capital Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Willard Lee Umphrey has been acting as President since 1 Apr 1970. Frederick Stewart Marius joined the executive team most recently as the President And General Counsel.
The principal office where U. S. Boston Capital Corporation performs its advisory services is located at 55 Old Bedford Road, Lincoln, MA 01773, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 781-259-1144 or by fax 781-259-1166. The normal business hours are 8:30am-5:00pm on Monday - Friday.