BOSTON FAMILY OFFICE LLC

BOSTON, Massachusetts·8 registered advisors·CRD# 107141
SEC# 801-528830617-624-0800
01

Firm Overview

AUM
$1.7B
Regulatory assets under management
Employees
16
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at BOSTON FAMILY OFFICE LLC

8 registered advisors
Benjamin Taylor Richardson
BOSTON, Massachusetts
Elizabeth Greer Candler
BOSTON, Massachusetts
Eliza Hapgood Rowe
BOSTON, Massachusetts
Michael James Unger
BOSTON, Massachusetts
Michael Joseph Dorsey
BOSTON, Massachusetts
CFPCFA
Peder Christian Johnson
BOSTON, Massachusetts
Pierre Ventur
BOSTON, Massachusetts
Sherwood Thayer Small
BOSTON, Massachusetts
05

Office Locations

BOSTON, Massachusetts
8 advisors

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Data sourced from SEC Form ADV filings. BOSTON FAMILY OFFICE LLC (CRD# 107141) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.