This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Matthew David Breuer
Chief Compliance Officer, Managing Member, Managing Partner
- CRD
- #7496297
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
Continue browsing