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Building 2BOSTON FAMILY ADVISORS LLC

Map pinBOSTON, MA
Phone(617) 963-0904
NotebookSEC #801-128445
Total AUM
$329.7M
Employees
10
Clients
39

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
118 NEWBURY STREET
SUITE 2
BOSTON
MA 02116
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
(617) 963-0904

ReceiptFinancials

Total AUM
$329.7M
Accounts
198
Discretionary
$263.6M
Accounts
167
Non-Discretionary
$66.1M
Accounts
31

ContactClients

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HNW Individual Clients
38
AUM
$321.8M
Pooled Vehicle Clients
1
AUM
$8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
FAMILY OFFICE SERVICES
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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