BOSTON FAMILY OFFICE LLC

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

About BOSTON FAMILY OFFICE LLC

BOSTON FAMILY OFFICE LLC, formally registered with the SEC as BOSTON FAMILY OFFICE LLC. The firm was established in 09/17/1996. They have over 1 offices throughout the country.

BOSTON FAMILY OFFICE LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,867,764,337 assets under management, offering retirement planning & investment advisory services to 806 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	107141
SEC#	801-52883
Assets Managed by Firm	$1,867,764,337
No. of Clients	806
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	806	$1,867,764,337
Individuals (other than high net worth individuals)	65	$24,602,257
High net worth individuals	270	$1,759,705,737
Charitable organizations	8	$82,619,618
Corporations or other businesses	Fewer than 5 clients	$836,725

More Retirement Planning firms in Boston, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Boston, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.