← Tributary

BOSTON FAMILY OFFICE LLC

BOSTON, MA · CRD 107141 · IAPD ↗ · bosfam.com · 617-624-0800

$2.02BRegulatory AUM
10Advisory reps
17Employees
0Clients
0Planning clients
0Private funds
13States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

30
March 2024 — BOSTON FAMILY OFFICE LLC changed its website from thebostonfamilyoffice.com to bosfam.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
80
March 2024 — BOSTON FAMILY OFFICE LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.