Firm profile

U. S. BOSTON CAPITAL CORPORATION

LINCOLN, MACRD 5251Latest ADV February 3, 2026

U. S.

Assets Under Management
$360M
Employees
5
Offices
--
Total Clients
97
Primary office
LINCOLN, MA
55 OLD BEDFORD ROAD, SUITE 202, LINCOLN, MA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOAlina Monisov
CCODeborah Anne Kessinger

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
62
2
HNWI
30.9%
30
3
Pension Plans
5.2%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$360Mas of February 3, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$360M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$360M
Total Accounts271
10Y AUM Change+$360M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee19:1
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.