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Building 2MAYFLOWER ADVISORS

Map pinBOSTON, MA
Phone617-259-1767
NotebookSEC #801-118381
Total AUM
$5.8B
Employees
33
Clients
1,225

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
265 FRANKLIN STREET
SUITE 401
BOSTON
MA 02110
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
617-259-1767
Other Offices
7

ReceiptFinancials

Total AUM
$5.8B
Accounts
2,924
Discretionary
$1.8B
Accounts
2,735
Non-Discretionary
$4B
Accounts
189

ContactClients

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Individual Clients
593
AUM
$203.5M
HNW Individual Clients
333
AUM
$1.1B
Pooled Vehicle Clients
2
AUM
$1.6M
Pension/Profit Sharing Plan Clients
249
AUM
$4.4B
Charitable Organization Clients
21
AUM
$23.5M
Corporation or Business Clients
27
AUM
$44.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARAZCACOCTDCDEFLILLAMAMDMEMNNCNENHNJNVNYPARISCTNTXVAVTWV

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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