Eagle Boston Investment Managment, Inc. is a large advisory firm based in St Petersburg. It manages $1.03 billion of regulatory assets for 110 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 48 other states.
Eagle Boston Investment Managment provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Eagle Boston Investment Managment, Inc. is $1.03 billion. The firm's AUM has grown by 66% since the beginning of its operation, and $11 of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Eagle Boston Investment Managment, Inc. for their services and products based on a percentage of assets under management and performance-based fees. 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.
The firm provides services to individuals, charitable organizations, pooled investment vehicles, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of James Cooper Abbott is pension and profit sharing plans with 5 clients and $824.67 million of assets under management. Among the 5 most similar advisory firms, Eagle Boston Investment Managment has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $1.03 billion for 111 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 2% of the firm’s clients are foreign persons or businesses.
Eagle Boston Investment Managment doesn't advise any private funds.
The company employs 24 people that are either part- or full-time employees. 21 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
James Cooper Abbott has been acting as President since 1 Sep 2007. Eric Christian Wilwant joined the executive team most recently as the Director.
The principal office where Eagle Boston Investment Managment, Inc. performs its advisory services is located at 880 Carillon Parkway, St Petersburg, FL 33716 The mailing address of the firm is 880 Carillon Parkway, St. Petersburg, FL 33716. An additional office of the firm is in Stowe, VT. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800 237-3101 or by fax 727 567-8285. The normal business hours are 8:30 am to 5:30 pm on Monday - Friday. You can find more information about the New York firm at eagleboston.com.