Feedback
Share
Link
Link copied!
Fund Codex
Boston Mountain Money Management, Inc.
Find a fund
Explore
Search
Fund Codex
More
About Fund Codex
Copyright © 2022 FundCodex.com and Fund Codex. All Rights Reserved.

All content on this website ("the Site") is the property of Fund Codex. The collection and assembly of content on this Site are the exclusive property of Fund Codex and are protected by copyright and other intellectual property laws.

Boston Mountain Money Management, Inc. Share
Link
Link copied!

Table of Contents
Map Loading...
Overview Share
Link
Link copied!
Back to Top
Rogers, Arkansas
$121.2 million AUM
1 office

Boston Mountain Money Management, Inc. is based in Rogers, Arkansas and has $121.2 million in assets under management.

Location
2003 S. Horsebarn Road
Suite 9
Rogers, AR 72758
$121.2 million
AUM
6
Employees
AUM Share
Link
Link copied!
Back to Top
$121,171,267
Assets under management
363 clients
Number of clients
AUM and clients by client type
Type of client Clients AUM Percent of total AUM Average investment size
Individuals 90 $35,354,113 29% $392,823
High net worth individuals 39 $85,817,154 71% $2,200,440
Employees Share
Link
Link copied!
Back to Top
6
Employees
5
Investment analysts
83% of total employees
AUM per employee Share
Link
Link copied!
Back to Top
$121,171,267
Assets under management
$20,195,211
AUM per employee
$24,234,253
AUM per investment analyst
About Share
Link
Link copied!
Back to Top
Compensation

Boston Mountain Money Management, Inc. makes money through the following ways:

  • Percentage of AUM
  • Fixed fees
Services offered

Boston Mountain Money Management, Inc. provides the following services:

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Firm data Share
Link
Link copied!
CRD number 143,649
SEC number 801-118394
Legal structure Corporation
Legal governance Arkansas, United States
Latest ADV filing date May 07, 2020

Other Funds

See all...
Tilney Asset Management Limited
Fund: $2,645,560,569
Houston Ventures III Management, LLC
Fund: Under $1 billion
Principal Enterprise Capital, LLC
Fund: Under $1 billion
Integral Corporation
Fund: Under $1 billion
RWM Asset Management, LLC
Fund: $240,679,782
Scott Marsh Financial, LLC
Fund: $96,304,198
Umb Family Wealth, LLC
Fund: Under $1 billion

Other Funds

See all...
Boussard & Gavaudan Gestion Sas
Fund: Under $1 billion
Fulcrumeq
Fund: $243,589,380
Craffen & Mattia
Fund: Under $1 billion
Somerset Group LLC
Fund: $138,141,339
25 Capital Partners, LLC
Fund: $563,953,749
Ridgeline Research LLC
Fund: Under $1 billion
Altruvista LLC
Fund: $166,941,374
Precept Advisory Group LLC
Fund: $3,752,953,041

All of Fund Codex

See all...

Similar Funds to Boston Mountain Money Management, Inc.

See all...