Katie
Exchange
Boston Financial Management LLC
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About this Advisor
Katie Exchange is a financial advisor based in Portland, Maine, working with Boston Financial Management LLC. Katie has previously held positions at Boston Financial Management LLC, F.L. Putnam Investment Management, and Enterprise-Rent-A-Car. Katie is registered to provide services in Maine and Massachusetts. Currently, Katie is part of Boston Financial Management LLC, which operates out of Portland, Maine. The firm has 2 offices and 49 employees. The firm manages assets totaling $4.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Boston Financial Management LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Boston Financial Management LLC Brokerage Details
$4,449,954,589
49
2,952
$1,507,437
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Katie Exchange Work History
Boston Financial Management LLC
F.L.Putnam Investment Management
Enterprise-Rent-A-Car
Disclosures
Please visit the SEC profile of Katie Exchange 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 Financial Management LLC
Portland, ME
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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