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BOSTON FAMILY OFFICE LLC
CRD 107141 · SEC 801-52883
20 CUSTOM HOUSE STREET, SUITE 700, BOSTON, MA, 02110, United States
Phone
617-624-0800
Fax
617-624-0801
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.02B
Discretionary AUM
$1.96B
Team
17 total employees; 10 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Selection of other advisersTRUST & ESTATE REVIEW & ADMIN.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 87 | $39.6M |
| High net worth individuals | 245 | $1.87B |
| Charitable organizations | 10 | $107.7M |
States served
CA, CO, LA, ME, MA, NJ, NY, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD