Daniel
Tortola
Boston Research And Management, Inc
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About this Advisor
Daniel Tortola is a chartered financial analyst operating out of Manchester, Massachusetts with 12 years of industry experience. Tortola is currently employed by Boston Research And Management, Inc. Tortola has gained experience at Boston Research And Management. Tortola is registered to advise clients in Massachusetts. Boston Research And Management, Inc is a firm operating out of Manchester, MA. It controls $503 million in assets between its 441 client accounts, placing it among the bigger investment advisory firms in the country by assets under management. Of its 441 client accounts, 66% belong to high-net-worth investors who have at least $1 million in assets available to invest. Boston Research And Management, Inc has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and other services. Fees for financial advice typically vary depending on which services are provided. Fees billed by Boston Research And Management, Inc likely are comprised of any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Boston Research And Management, Inc Brokerage Details
$502,662,165
8
441
$1,139,824
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Daniel Tortola Work History
Daniel has been registered as a financial advisor for 12 years.*
Boston Research And Management
Boston Research And Management
*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 Daniel Tortola 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 Research And Management, Inc
Manchester, MA
Manchester, MA
Manchester, MA
Manchester, MA
Manchester, MA
Manchester, MA
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