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).

By the Numbers
  • Total Assets Under Management
    585
    MILLION
  • Total Number of Accounts
    286
    ACCOUNTS
  • Average Account Value
    $2,044,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, IL, MA, MD, ME, NH, NY, TX, VT, WA

Financial Advisors at Zevin Asset Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin C. Lovell
CRD#: 1685416
11 Beacon Street, Suite 1125, Boston, MA 02108
96
Wealthminder
score

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.

2
Robert B. Zevin
CRD#: 4367618
11 Beacon Street, Suite 1125, Boston, MA 02108
87
Wealthminder
score

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.

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