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BOSTON FAMILY ADVISORS LLC

CRD 299060 · SEC 801-128445

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118 NEWBURY STREET, SUITE 2, BOSTON, MA, 02116, United States

Phone

(617) 963-0904

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$329.7M

Discretionary AUM

$263.6M

Team

10 total employees; 6 advisory reps; 17 broker-dealer reps

Clients

0

Fees

Percentage of AUM; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-19

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersFAMILY OFFICE SERVICES

Client types

TypeClientsAUM
High net worth individuals38$321.8M
Pooled investment vehicles1$8.0M

States served

MA, NH

All web addresses on file

Official SEC filing: View on IAPD