Boston Portfolio Advisers
Boston Portfolio Advisers is an SEC-registered mass-market adviser with $121.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Boston Portfolio Advisers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172374, data through 2026-04-15.
- AUM (assets under management / regulatory AUM)
- $121.5M (2026-04-15)
- Firm type
- Mass-Market Adviser
- Employees
- 3
- Clients
- 145
- CRD
- 172374
- Ownership
- WILLIAMS, BRADFORD, GARET; LEBED, JAY, AARON; LEBED ADVISORS LLC
How much AUM does Boston Portfolio Advisers have?
Boston Portfolio Advisers reported $121.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-15).
Who owns Boston Portfolio Advisers?
Disclosed owners and executives of Boston Portfolio Advisers include WILLIAMS, BRADFORD, GARET, LEBED, JAY, AARON, LEBED ADVISORS LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.