BOSTON FAMILY ADVISORS LLC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 299060
- Registered since
- August 2, 2023
- Website
- www.bostonfamilyadvisors.com
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI97.59%
- Pooled Investment Vehicles2.41%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers
Firm profile
FINTRXOverview
Boston Family Advisors LLC is an independent, SEC-registered registered investment adviser organized as an LLC. The firm acts as a capital allocator for both individual/family and institutional clients and offers a mix of fee models (percentage of assets under management, fixed fees, and performance-based fees). Its advisory scope covers financial planning, discretionary portfolio management for individuals and small businesses, management of pooled investment vehicles, and selection of third‑party advisers. The firm does not identify as an active ESG investor and does not report pension consulting services.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds55%
- Exchange Traded Equities21%
- State & Local Bonds11%
- Cash & Cash Equivalents8%
- US Government Bonds3%
Owners & executives
2 of 2JOSHUA LEFFLER
COOCRD 4564340
WARREN GIBBON
Chief Investment StrategistCRD 7248231
Contacts
3 of 6John Ahrens
Senior Wealth Planning AssociateCRD 8171886
ERIC CURRY
Private Wealth AdvisorCRD 7201028
Robert Mahoney
DirectorCRD 8037467
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- SUFFOLK
- Address
- 118 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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