Boston Family Office LLC

Boston Family Office LLC (CRD# 107141) is a financial advisory firm headquartered in Boston, MA. They manage $1,924,865,717 in 701 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
88 Broad St. (2nd Floor), Boston, MA 02110
http://www.bosfam.com
By the Numbers
  • Total Assets Under Management
    1,925
    MILLION
  • Total Number of Accounts
    701
    ACCOUNTS
  • Average Account Value
    $2,745,885
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, NJ, NY, TX, VA, VT, WA

Financial Advisors at Boston Family Office LLC
Showing 1 - 9 of 9 top financial advisors.
1
George Beal, financial advisor Boston MA
George P. Beal
CRD#: 4359958
88 Broad Street, Boston, MA 02110

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.

2
Dylan Brix, financial advisor Boston MA
Dylan C. Brix
CRD#: 6122523
88 Broad St. (2nd Floor), Boston, MA 02110

Dylan Brix (CRD# 6122523) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 10 years of experience in the finance industry.

3
Elizabeth Candler, financial advisor Boston MA
Elizabeth G. Candler
CRD#: 4340586
88 Broad St. (2nd Floor), Boston, MA 02110

Elizabeth Candler (CRD# 4340586) 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
Michael Dorsey, financial advisor Boston MA
Michael J. Dorsey
CRD#: 5179095
88 Broad St. (2nd Floor), Boston, MA 02110

Michael Dorsey (CRD# 5179095) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 10 years of experience in the finance industry. Michael Dorsey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Peder Johnson, financial advisor Boston MA
Peder C. Johnson
CRD#: 5276270
88 Broad St. (2nd Floor), Boston, MA 02110

Peder Johnson (CRD# 5276270) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry. Peder Johnson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
George Putnam, financial advisor Boston MA
George Putnam
CRD#: 4355835
225 Friend Street, #801, Boston, MA 02114

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.

7
Benjamin Richardson, financial advisor Boston MA
Benjamin T. Richardson
CRD#: 5562033
88 Broad St. (2nd Floor), Boston, MA 02110

Benjamin Richardson (CRD# 5562033) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has 1 year of experience in the finance industry.

8
Eliza Rowe, financial advisor Boston MA
Eliza H. Rowe
CRD#: 2251817
88 Broad Street, Boston, MA 02110

Eliza Rowe (CRD# 2251817) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 30 years of experience in the finance industry.

9
Michael Unger, financial advisor Boston MA
Michael J. Unger
CRD#: 4568484
88 Broad Street, Boston, MA 02110

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals