# Portfoliosboston

> Portfoliosboston is a state-registered investment advisory firm in East Dennis, MA, registered since 1994, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 23, 2026.

- CRD: 133132
- Filed as: PORTFOLIOSBOSTON
- Legal name: Margaret ANN McNabb
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: East Dennis, MA
- Filing period: October 2026
- Form ADV filing dated: March 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/133132
- AdvisorCensus page: https://advisorcensus.com/firm/portfoliosboston-east-dennis-ma-133132

## Quick answers

**How is Portfoliosboston compensated?**
On its Form ADV (Item 5.E, October 2026), Portfoliosboston reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Portfoliosboston located?**
Portfoliosboston's principal office is in East Dennis, MA, according to its Form ADV.

**Is Portfoliosboston registered with the SEC or a state?**
Portfoliosboston is a state-registered investment advisory firm, registered since 1994. Status as filed: APPROVED. CRD 133132.

**How much does Portfoliosboston manage?**
Portfoliosboston reports $20,400,000 in regulatory assets under management in its Form ADV filing dated March 23, 2026 (100% discretionary).

**What types of clients does Portfoliosboston serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (8).

**Does Portfoliosboston report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/133132

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Regulatory assets under management (Item 5.F)
- Total: $20,400,000
- Discretionary: $20,400,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $4,950,000 |
| High net worth individuals | 8 | $15,450,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1994 (32 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Portfoliosboston (CRD 133132): Form ADV filing data as of October 2026.