Zevin Asset Management, LLC
Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $671,504,382 in 632 accounts and serve the financial needs of clients across 17 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management672MILLION
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Total Number of Accounts632ACCOUNTS
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Average Account Value$1,062,507
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, CT, FL, IL, LA, MA, MD, ME, MN, NH, NY, OH, PA, TX, VT, WA
Financial Advisors at Zevin Asset Management, LLC
1
Steven Dray (CRD# 2963066) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has 1 year of experience in the finance industry.
2
Jane Li (CRD# 2928189) is an Investment Advisor Representative working at Zevin Asset Management, LLC in Boston, MA and has over 4 years of experience in the finance industry.
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