Overview
Assets Under Management: $122 million
Headquarters: BOSTON, MA
High-Net-Worth Clients: 69
Average Client Assets: $1.4 million
Frequently Asked Questions
BOSTON PORTFOLIO ADVISERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172374), BOSTON PORTFOLIO ADVISERS is subject to fiduciary duty under federal law.
BOSTON PORTFOLIO ADVISERS is headquartered in BOSTON, MA.
BOSTON PORTFOLIO ADVISERS serves 69 high-net-worth clients according to their SEC filing dated April 15, 2026. View client details ↓
According to their SEC Form ADV, BOSTON PORTFOLIO ADVISERS offers portfolio management for individuals. View all service details ↓
BOSTON PORTFOLIO ADVISERS manages $122 million in client assets according to their SEC filing dated April 15, 2026.
According to their SEC Form ADV, BOSTON PORTFOLIO ADVISERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 69
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.23%
Average Client Assets: $1.4 million
Total Client Accounts: 383
Discretionary Accounts: 383
Regulatory Filings
CRD Number: 172374
Filing ID: 2093972
Last Filing Date: 2026-04-15 17:07:57