Unclaimed Profile

William Henry Claflin

BOSTON FAMILY OFFICE LLC·BOSTON, Massachusetts

BOSTON FAMILY OFFICE LLC

88 BROAD ST. (2ND FLOOR), BOSTON, MA 02110CRD# 47194Firm CRD# 107141

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

William Henry Claflin · BOSTON, MA

Registration

CRD #47194 · BOSTON FAMILY OFFICE LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

William Henry Claflin is a registered financial advisor based in BOSTON, Massachusetts, affiliated with BOSTON FAMILY OFFICE LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with William

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if William is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BOSTON FAMILY OFFICE LLC

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at BOSTON FAMILY OFFICE LLC →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 47194

Firm CRD# 107141

View on FINRA BrokerCheck →

Looking for a financial advisor in BOSTON?

Browse all registered financial advisors in BOSTON, Massachusetts or claim this profile if it's yours.

Browse BOSTON Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does William Henry Claflin offer?

William Henry Claflin specializes in Financial Planning, Investment Management. Contact their office in BOSTON, Massachusetts for a consultation.

What are William Henry Claflin's credentials?

William Henry Claflin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is William Henry Claflin located?

William Henry Claflin is based in BOSTON, Massachusetts, working with BOSTON FAMILY OFFICE LLC. Their office serves clients in the BOSTON metropolitan area and surrounding communities.

How does William Henry Claflin charge for services?

William Henry Claflin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BOSTON FAMILY OFFICE LLC?

BOSTON FAMILY OFFICE LLC has approximately 16 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →