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BOSTON FAMILY OFFICE LLC

SEC Form ADV profile.

Total regulatory AUM
$2,019,164,947
Discretionary
$1,959,441,441
Non-discretionary
$59,723,506

Firm details

CRD number
107141
SEC file number
801-52883
Main office
BOSTON, MA, United States
Employees
17
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.