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Building 2CHOATE INVESTMENT ADVISORS

Map pinBOSTON, MA
Phone617-973-4900
NotebookSEC #801-53321
Total AUM
$10B
Employees
34
Clients
653

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
TWO INTERNATIONAL PLACE
SUITE 3000
BOSTON
MA 02110
United States
Operating Hours
9:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
617-973-4900

ReceiptFinancials

Total AUM
$10B
Accounts
4,009
Discretionary
$9.3B
Accounts
3,887
Non-Discretionary
$776.9M
Accounts
122

ContactClients

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Individual Clients
95
AUM
$45.6M
HNW Individual Clients
519
AUM
$9.4B
Pooled Vehicle Clients
3
AUM
$88.1M
Charitable Organization Clients
36
AUM
$544M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTDCDEFLGAILMAMDMEMIMTNCNENHNJNMNYOHORPARISCTXVAVTWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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