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Building 2BOSTON FAMILY OFFICE LLC

Map pinBOSTON, MA
Phone617-624-0800
NotebookSEC #801-52883
Total AUM
$2B
Employees
17
Clients
343

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
20 CUSTOM HOUSE STREET
SUITE 700
BOSTON
MA 02110
United States
Operating Hours
9AM-4:30PM
Monday - Friday
Phone
617-624-0800

ReceiptFinancials

Total AUM
$2B
Accounts
816
Discretionary
$2B
Accounts
797
Non-Discretionary
$59.7M
Accounts
19

ContactClients

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Individual Clients
87
AUM
$39.6M
HNW Individual Clients
245
AUM
$1.9B
Charitable Organization Clients
10
AUM
$107.7M
Corporation or Business Clients
1
AUM
$875.4K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
TRUST & ESTATE REVIEW & ADMIN.
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CACOCTFLLAMAMENHNJNYTXVAWA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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