George Putnam Beal
Investment adviser representative at Boston Family Office LLC
30 yearsExperience
1 stateRegistered in
$2BFirm assets
30 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
30 years in the industry.
- Boston Family Office, LLCOct 1996 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (MA).
Boston Family Office LLC
$2BAssets managed
342Clients
8Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4359958
- Firm CRD
- 107141