This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 07-09-1970
- Office Locations
- 2
Office Locations
About U. S. Boston Capital Corporation
U.S. Boston Capital Corporation provides investment advisory, wealth management, and financial planning for retail and institutional clients, with a focus on entrepreneurs and accredited investors. The firm emphasizes proprietary alternative investments and U.S. Boston Growth Capital's venture debt and lower middle market growth investing, and also serves as a mutual fund distributor (including Pear Tree Funds) with assets held at Fidelity/NFS.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DIANE HUNT
Advisor
- CRD
- #1314708
- Ownership
- Less than 5%
DEBORAH ANNE KESSINGER
BROKER DEALER, Chief Compliance Officer
- CRD
- #1801530
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
Unlock allContacts
WILLIAM JOSEPH BECKETT
Advisor, PRINCIPAL
- CRD
- #6021358
MATTHEW ROBERT BIGDA
Vice President
- CRD
- #4866952
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $359,787,261 | $1,327,628 |
| Total | $359,787,261 | $1,327,628 |
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 % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing