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 25 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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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.