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Building 2MINTZ LEVIN FINANCIAL ADVISORS LLC

Map pinBOSTON, MA
Phone617-542-6000 / 617-348-1737
NotebookSEC #801-55976
Total AUM
$1B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL CENTER
BOSTON
MA 02111
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
617-542-6000 / 617-348-1737

ReceiptFinancials

Total AUM
$1B
Accounts
374
Discretionary
$771.6M
Accounts
178
Non-Discretionary
$264M
Accounts
196

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FOR CUSTODIAL SUPPORT SERVICES FOR A/CS W/ FIDELITY AS CUSTODIAN

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLLAMAMDNHNYTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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