Mark
Govoni

Boston Asset Management, Inc

CRD#1410122
Investment Advisor
in Clearwater, FL

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About this Advisor

Mark Govoni is a financial advisor who works in Clearwater, Florida with a total of 14 years of industry experience. Govoni is currently employed by Boston Asset Management, Inc. They have been employed by Boston Asset Management, Inc for their entire career. Govoni holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and is registered to work in Florida and New Hampshire. Boston Asset Management, Inc is a firm based out of Clearwater, FL. The investment advisory business has just four financial advisors. It has $97 million in assets between its 437 customer accounts, making it one of the smaller firms in the United States by assets under management. Of its 437 client accounts, 25% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Boston Asset Management, Inc offers portfolio management for individuals and small businesses. Financial management fees depend on which services the firm provides the client. However, fee types charged by Boston Asset Management, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

12707 49Th Street N Suite 800
Clearwater, FL 33762

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Boston Asset Management, Inc Brokerage Details

Total Assets Under Management

$96,520,366

FL Average: $1,855,561,029
Total Number of Employees

4

FL Average: 62
Total Number of Accounts

437

FL Average: 2,474
Average Account Size

$220,870

FL Average: $750,025

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Mark Govoni Work History

Mark has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Boston Asset Management Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mark Govoni to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boston Asset Management, Inc

Mark Govoni
Clearwater, FL
Brett Walrath
Clearwater, FL
Leo Govoni
Clearwater, FL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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