Boston Family Office LLC
Boston Family Office LLC (CRD# 107141) is a financial advisory firm headquartered in Boston, MA. They manage $1,736,646,169 in 789 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management1,737MILLION
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Total Number of Accounts789ACCOUNTS
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Average Account Value$2,201,072
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- 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, 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 11 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 12 years of experience in the finance industry.
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.
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 31 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.