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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- OptimaTimber
- Established Date
- 01-29-2016
- Office Locations
- 3
Office Locations
About Bostonpremier Wealth
Boston Premier Wealth is a Hanover, MA-based RIA serving business owners, retirees/pre-retirees, and high-net-worth professionals with financial planning, retirement and small business planning, estate coordination, and tax strategy. The team emphasizes ongoing client communication and a relationship-driven service model. For qualified clients, they incorporate private equity, private debt, and other alternative investments alongside traditional portfolio approaches, with Fidelity/NFS listed as a custodian.
Team overview
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Client Personas
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Owner & Executives
MARK ROBERT BOSSEY
Chief Compliance Officer, Managing Partner
- CRD
- #2903288
- Ownership
- 50% but less than 75%
RYAN DOUGLAS MARINI
Partner
- CRD
- #4142030
- Ownership
- 50% but less than 75%
Showing 2 of 2 owners & executives
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ADAM NATHANIEL FERGUSON
--
- CRD
- #4899094
JOSHUA M GRIEVES
Financial Advisor
- CRD
- #4314599
Zenith prime
Focus value atlas
- CRD
- #83612
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $525,185,587 | $327,422 |
| Non-Discretionary | $0 | -- |
| Total | $525,185,587 | $327,422 |
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Separately Managed Accounts
Total SMA Asset: $525,185,587
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $519,065,568 | 29.7% |
| Equity - Exchange | $428,185,401 | 24.5% |
| Cash | $349,539,103 | 20.0% |
| Equity - OTC | $450,905,444 | 25.8% |
| Total | $1,747,695,516 | 100.0% |