Boston Family Office LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 107141
- SEC number
- 801-52883
- Firm type
- RIA
- Assets under management
- $2.0B as of Mar 2, 2026
- Website
- www.bosfam.com ↗
- Phone
- 617-624-0800
- Address
- 20 Custom House Street, Boston, MA, 02110
Advisors at this firm
9 in our index · page 1 of 1
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George Putnam BealCRD 4359958 · Boston, MAIA Registered
-
Dylan Chamberlaine BrixCRD 6122523 · Boston, MAIA Registered
-
Michael Joseph DorseyCRD 5179095 · Boston, MAIA RegisteredRegistration inactive
-
Peder Christian JohnsonCRD 5276270 · Boston, MAIA Registered
-
George PutnamCRD 4355835 · Boston, MAIA Registered
-
Benjamin Taylor RichardsonCRD 5562033 · Boston, MAIA Registered
-
Eliza Hapgood RoweCRD 2251817 · Boston, MAIA Registered
-
Michael James UngerCRD 4568484 · Boston, MAIA Registered
-
Romahlo Ivan WilsonCRD 5475976 · Boston, MAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 107141 ↗
FINRA BrokerCheck record for firm CRD 107141 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.