Boston Safe Advisors, Inc. is a large advisory firm based in Boston. It manages $953.74 million of regulatory assets for 6 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdictions of California, Florida, Maryland, and 4 other states.
Boston Safe Advisors provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Boston Safe Advisors, Inc. is $953.74 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -15% 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 Boston Safe Advisors, Inc. 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.
John Charles Cardona has been acting as President since 1 Oct 2001. The Bank Of New York Mellon Corporation joined the executive team most recently as the Shareholder.
The principal office where Boston Safe Advisors, Inc. performs its advisory services is located at One Boston Place, Boston, MA 02108, which is also the mailing address of the firm. The firm also has an office outside of the United States.
You can reach the main office by calling the phone number 617-722-7446 or by fax 617-722-7367. The normal business hours are 8:30- 5:00 on Monday - Friday.