Boston Mountain Money Management, Inc.

Boston Mountain Money Management, Inc.

Bentonville, Arkansas

5.0

2 Reviews

Boston Mountain Money Management, Inc. is a highly regarded investment advisory firm operating out of Bentonville, AR. With over 70 individual clients and an impressive $165,043,000 in assets under management, they have established themselves as a trusted partner in financial planning and investment strategies. The firm specializes in catering to high net worth individuals, with the majority of their assets managed belonging to this clientele. While 401K and individual accounts make up less than 30% of their assets under management, Boston Mountain Money Management, Inc. possesses the expertise and capacity to effectively handle ...see more

Assets Under Mgmt

$165.04M

Investment Professionals

1

Locations

0

% 401K & Individual

17%

% Discretionary

100%

Compensation Structure

  • A percentage of assets under your management
  • Fixed Fees

Services Provided Section

  • Financial Planning Services
  • Portfolio management for individuals and/or small businesses

Reviews for Boston Mountain Money Management, Inc.

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