President and Member · Boston Family Advisors LLC
Nicholas A. Hofer
CRD 7028289 · Named on Form ADV at one SEC-registered adviser
At a glance
Boston Family Advisors LLC, an SEC-registered wealth manager based in Boston, MA with $330 million in regulatory assets, lists Nicholas A. Hofer on its Form ADV as President and Member, a control person.
Firms and roles
- Boston Family Advisors LLCPresident and MemberWealth manager · Boston, MA · $330M in regulatory assets
AtlasMembers
Nicholas’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Joshua A. LefflerChief Compliance Officer, Chief Operating Officer, Member, Boston Family Advisors LLC
- Warren J. GibbonCIO and Member, Boston Family Advisors LLC
- George G. SchwartzAdvisor and Member, Boston Family Advisors LLC
- THOMAS M. CALLAHANDirector of Family Wealth Planning, Boston Family Advisors LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Nicholas’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.