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BOSTON FAMILY ADVISORS LLC

SEC Form ADV profile.

Total regulatory AUM
$329,727,932
Discretionary
$263,636,366
Non-discretionary
$66,091,566

Firm details

CRD number
299060
SEC file number
801-128445
Main office
BOSTON, MA, United States
Employees
10
SEC status
Approved
Fee structure
Percentage of AUM Fixed fees Performance-based

As of October 2026.