Boston Family Office LLC
Boston Family Office LLC (CRD# 107141) is a financial advisory firm headquartered in Boston, MA. They manage $1,439,885,922 in 665 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management1,440MILLION
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Total Number of Accounts665ACCOUNTS
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Average Account Value$2,165,242
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

CA, CO, CT, FL, LA, MA, ME, NH, NJ, NY, TX, VA, VT, WA
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.
Dylan Brix (CRD# 6122523) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 8 years of experience in the finance industry.
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.
Michael Dorsey (CRD# 5179095) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 8 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.
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.
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.
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.
Eliza Rowe (CRD# 2251817) is an Investment Advisor Representative working at Boston Family Office LLC in Boston, MA and has over 28 years of experience in the finance industry.
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.