SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Boston Family Office LLC
Boston, MA
CRD 107141
Firm filing updated March 2, 2026 ·
- $2BAssets
- 10Advisory staff
- 816Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- Fixed feesYes
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals245
- Individuals87
- Charities10
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 87 | $39.6 million |
| High net worth individuals | 245 | $1.9 billion |
| Charitable organizations | 10 | $107.7 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $875,383 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
See all 4 services
- Other: "TRUST & ESTATE REVIEW & ADMIN."
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Other: "TRUST & ESTATE REVIEW & ADMIN."
Assets and accounts
- Regulatory assets$2.0 billion
- Accounts816
- Discretionary$2.0 billion · 797 accounts
- Non-discretionary$59.7 million · 19 accounts
People
- Employees17
- Advisory staff10
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients0
Advisors
7 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 107141, SEC file 801-52883.
- Registered with the SEC as an investment advisor (status date on record: September 17, 1996).
Is Boston Family Office LLC a fiduciary?
Short answer: Boston Family Office LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.