U. S. Boston Capital Corporation (Lincoln)

U. S. Boston Capital Corporation is a pension cosultant based in Lincoln. It manages $622.45 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2000 and has operated in the jurisdiction of Massachusetts.

U. S. Boston Capital Corporation provides portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

U. S. Boston Capital Corporation: assets under management

The assets under management (AUM) of U. S. Boston Capital Corporation is $622.45 thousand, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $622.45 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $207.48 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay U. S. Boston Capital Corporation for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at U. S. Boston Capital Corporation

Willard Lee Umphrey has been acting as President since 1 Apr 1970. Frederick Stewart Marius joined the executive team most recently as the President And General Counsel.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Willard Lee Umphrey	Director	1 Apr 1970	Other	451556
Leon Okurowski	Vice president and director	1 May 1971	Other	351799
U.S. Boston Corporation	Shareholder	1 Dec 1971	75% - 100%	04-2474341
Carol Ann Higgins	Clerk	1 Oct 1992	Other	1076571
Frederick Stewart Marius	President and general counsel	1 Jul 1999	Other	3228364

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Willard Lee Umphrey	Treasurer and director	1 Jan 1971	50% - 75%	451556
Leon Okurowski	President and director	1 Jan 1971	50% - 75%	351799

Based in Lincoln

The principal office where U. S. Boston Capital Corporation performs its advisory services is located at 55 Old Bedford Road, Lincoln, MA 01773, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-259-1144 or by fax 781-259-1166. The normal business hours are 8:30am-5:00pm on Monday - Friday.