BOSTON STANDARD WEALTH MANAGEMENT, LLC

HTTP://WWW.BOSTONSTANDARDWEALTH.COM WINCHESTER, MA Investment Advisor How do I update this listing?

Boston Standard Wealth Management is based out of Winchester. Boston Standard Wealth Management is a large advisory firm with 405 clients and discretionary assets under management (AUM) of $192,138,418 (Form ADV from 2019-06-11). Their last reported 13F filing for Q3 2019 included $207,397,000 in managed 13F securities and a top 10 holdings concentration of 88.96%. Boston Standard Wealth Management's largest holding is SPDR Portfolio Total Stock Market ETF with shares held of 1,763,725. Boston Standard Wealth Management has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 20 13F filings

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68

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $207.397 Million
  • Prior Market Value $204.452 Million
  • New Purchases0 stocks
  • Additional Purchases22 stocks
  • Sold out of4 stocks
  • Reduced holdings in5 stocks
  • Top 10 Holdings % 88.96 %
  • Turnover % [1]:13.79%
  • Turnover Alt % [2]: 3.09 %
  • Time Held Top20:3.40 quarters
  • Time Held Top10:3.90 quarters
  • Time Held All:3.59 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-08-14

Performance for Q2 2019: -1.13%
Performance Last 4 Quarters: -2.49%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR/A (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

BOSTON STANDARD WEALTH MANAGEMENT, LLC
31 CHURCH ST. #3
WINCHESTER MA    01890
Country: United States

Business Phone: (781) 721-0072
Fax: (781) 721-0086
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MA
Number of employees: 5
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 405
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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BOSTON STANDARD WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-06-11
Name Title Start Date Direct/Indirect % Ownership
ZACHARY C BOUCHARD CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
BOUCHARD, ZACHARY, CONOVER CHIEF COMPLIANCE OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBERT W TAFURI CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
LEE G EUDY PLANNING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
EUDY, LEE, GRAHAM PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER MANAGING MEMBER ROBERT W TAFURI CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
EUDY, LEE, GRAHAM MANAGING MEMBER LEE G EUDY PLANNING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
BOUCHARD, ZACHARY, CONOVER MANAGING MEMBER ZACHARY C BOUCHARD CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01

BOSTON STANDARD WEALTH MANAGEMENT, LLC

ownership team - last updated 2019-01-22
Name Title Start Date Direct/Indirect % Ownership
BOUCHARD, ZACHARY, CONOVER CHIEF COMPLIANCE OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBERT W TAFURI CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
ZACHARY C BOUCHARD CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
LEE G EUDY PLANNING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
EUDY, LEE, GRAHAM PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER MANAGING MEMBER ROBERT W TAFURI CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
EUDY, LEE, GRAHAM MANAGING MEMBER LEE G EUDY PLANNING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
BOUCHARD, ZACHARY, CONOVER MANAGING MEMBER ZACHARY C BOUCHARD CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01

BOSTON STANDARD WEALTH MANAGEMENT, LLC

ownership team - last updated 2018-11-15
Name Title Start Date Direct/Indirect % Ownership
BOUCHARD, ZACHARY, CONOVER CHIEF COMPLIANCE OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBERT W TAFURI CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
ZACHARY C BOUCHARD CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
LEE G EUDY PLANNING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
EUDY, LEE, GRAHAM PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER MANAGING MEMBER ROBERT W TAFURI CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
EUDY, LEE, GRAHAM MANAGING MEMBER LEE G EUDY PLANNING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
BOUCHARD, ZACHARY, CONOVER MANAGING MEMBER ZACHARY C BOUCHARD CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01

BOSTON STANDARD WEALTH MANAGEMENT, LLC

ownership team - last updated 2017-03-13
Name Title Start Date Direct/Indirect % Ownership
BOUCHARD, ZACHARY, CONOVER CHIEF COMPLIANCE OFFICER 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01
ROBERT W TAFURI CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
ZACHARY C BOUCHARD CONSULTING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
LEE G EUDY PLANNING, LLC MANAGING MEMBER 09/01/2011 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-09-01
EUDY, LEE, GRAHAM PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER PRINCIPAL 07/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
TAFURI, ROBERT, WALTER MANAGING MEMBER ROBERT W TAFURI CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
EUDY, LEE, GRAHAM MANAGING MEMBER LEE G EUDY PLANNING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL AND WEALTH MANAGER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC PRINCIPAL direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER direct 2011-07-01
BOUCHARD, ZACHARY, CONOVER MANAGING MEMBER ZACHARY C BOUCHARD CONSULTING, LLC 07/01/2011 Indirect 75% or more
Fund Name Position direct/indirect start date end date
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING PARTNER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-06-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER indirect 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2011-07-01
BOSTON STANDARD WEALTH MANAGEMENT, LLC MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER direct 2011-07-01

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