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Building 2ZEVIN ASSET MANAGEMENT, INC.

Map pinBOSTON, MA
Phone617-742-6666
NotebookSEC #801-55158
Total AUM
$321.4M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CONGRESS STREET
SUITE 1040
BOSTON
MA 02109
United States
Operating Hours
9 - 5 (CLOSED COLUMBUS DAY & DAY AFTER THANKSGIVIN
Monday - Friday
Phone
617-742-6666

ReceiptFinancials

Total AUM
$321.4M
Accounts
297
Discretionary
$292.5M
Accounts
286
Non-Discretionary
$28.9M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEE BASED ON CLIENT'S TRUSTEE FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMAMENHNYTX

HandshakeAffiliates

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

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