Boston Family Office LLC

Boston Family Office LLC (CRD# 107141) is a financial advisory firm headquartered in Boston, MA. They manage $1,013,529,412 in 573 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,014
    MILLION
  • Total Number of Accounts
    573
    ACCOUNTS
  • Average Account Value
    $1,768,812
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, LA, MA, ME, NH, NY, TX, VA, WA

Financial Advisors at Boston Family Office LLC
Showing 1 - 5 of 5 top financial advisors.
1
Eliza H. Rowe
CRD#: 2251817
88 Broad Street, Boston, MA 02110
93
Wealthminder
score

Eliza Rowe (CRD# 2251817) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 24 years of experience in the finance industry.

2
Michael J. Unger
CRD#: 4568484
88 Broad Street, Boston, MA 02110
90
Wealthminder
score

Michael Unger (CRD# 4568484) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.

3
George P. Beal
CRD#: 4359958
88 Broad Street, Boston, MA 02110
87
Wealthminder
score

George Beal (CRD# 4359958) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.

4
George Putnam
CRD#: 4355835
225 Friend Street, #801, Boston, MA 02114
87
Wealthminder
score

George Putnam (CRD# 4355835) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Pierre Ventur
CRD#: 4359992
88 Broad Street, Boston, MA 02110
87
Wealthminder
score

Pierre Ventur (CRD# 4359992) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.

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