Zevin Asset Management, LLC
Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $584,718,255 in 286 accounts and serve the financial needs of clients across 10 states (or territories).
Total Assets Under Management585MILLION
Total Number of Accounts286ACCOUNTS
Average Account Value$2,044,469
- A percentage of assets under your management
- Hourly charges
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, IL, MA, MD, ME, NH, NY, TX, VT, WA
Benjamin Lovell (CRD# 1685416) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 29 years of experience in the finance industry.
Robert Zevin (CRD# 4367618) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has 1 year of experience in the finance industry.