BOSTON FAMILY ADVISORS LLC

118 Newbury Street
Suite 2
Boston, Massachusetts 02116
Tel: (617) 963-0904

About BOSTON FAMILY ADVISORS LLC

BOSTON FAMILY ADVISORS LLC, formally registered with the SEC as BOSTON FAMILY ADVISORS LLC. The firm was established in 08/02/2023. They have over 1 offices throughout the country.

BOSTON FAMILY ADVISORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $169,247,322 assets under management, offering retirement planning & investment advisory services to 245 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	299060
SEC#	801-128445
Assets Managed by Firm	$169,247,322
No. of Clients	245
No. of Advisors	8

Fee Structure

Fixed fees
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Other (FAMILY OFFICE SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	245	$169,247,322
High net worth individuals	40	$157,997,322

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