Zevin Asset Management, LLC

Zevin Asset Management, LLC (CRD# 165269) is a financial advisory firm headquartered in Boston, MA. They manage $787,810,030 in 640 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
2 Oliver Street, Suite 806, Boston, MA 02109
https://www.linkedin.com/company/zevin-asset-management-zam-/
By the Numbers
  • Total Assets Under Management
    788
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $1,230,953
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 businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States
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
Showing 1 - 2 of 2 top financial advisors.
1
Steven Dray, financial advisor Boston MA
Steven A. Dray
CRD#: 2963066
2 Oliver Street, Suite 806, Boston, MA 02109

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, financial advisor Boston MA
Jane L. Li
CRD#: 2928189
2 Oliver Street, Suite 806, Boston, MA 02109

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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