Michael
Unger

Boston Family Office LLC

CRD#4568484
Investment Advisor
in Boston, MA

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About this Advisor

Michael Unger is a financial advisor based in Boston, Massachusetts, working with Boston Family Office LLC. Michael has previously held a position at Boston Family Office and is registered to provide services in Colorado and Massachusetts. Currently, Michael is part of Boston Family Office LLC, which operates out of Boston, Massachusetts. The firm has 16 employees and manages assets totaling $1.7 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Boston Family Office LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

88 Broad Street
Boston, MA 02110

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Boston Family Office LLC Brokerage Details

Total Assets Under Management

$1,736,646,169

MA Average: $16,012,751,954
Total Number of Employees

16

MA Average: 118
Total Number of Accounts

789

MA Average: 4,567
Average Account Size

$2,201,072

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Unger Work History

2000 - Present (24 years)

Boston Family Office

Disclosures

Please visit the SEC profile of Michael Unger to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Boston Family Office LLC

Dylan Brix
Boston, MA
Michael Dorsey
Boston, MA
Elizabeth Candler
Boston, MA
Peder Johnson
Boston, MA
Benjamin Richardson
Boston, MA
Michael Unger
Boston, MA
Eliza Rowe
Boston, MA
George Beal
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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