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BOSTON FAMILY OFFICE LLC

Tel: 617-624-0800
88 Broad St. (2nd Floor)
Boston, Massachusetts  02110

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BOSTON FAMILY OFFICE LLC

BOSTON FAMILY OFFICE LLC is a Boston, Massachusetts based financial advisory firm with nearly $1,867,764,337 in assets under management and provides investment advisory services for 806 clients. There are currently 18 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors , Other (TRUST & ESTATE REVIEW & ADMIN.)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

107141

SEC#:

801-52883

No. of Clients:

806

Assets under Management

$1,867,764,337

No. of Advisors:

18

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