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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-01-2022
- Office Locations
- 1
Office Locations
About Bowditch Advisory Services, LP
Bowditch Advisory Services, LP is a Boston-based firm aligned with Bowditch that helps individuals and business owners navigate financial strategy alongside complex legal and estate matters. The advisory practice focuses on planning-centric work (tax, retirement, insurance, business succession) and portfolio implementation using ETFs and U.S. government bonds, including derivatives where appropriate. Custody is via Interactive Brokers. Bowditch recently announced a merger with Kenney & Sams.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 3 clients, or 3 clients per representative. That equates to $7.3M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Bowditch Advisory Services, LP record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew David Breuer
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7496297
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Bowditch Advisory Services, LP has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.