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Building 2MINOT DEBLOIS ADVISORS LLC

Map pinBOSTON, MA
Phone617-557-7413
NotebookSEC #801-69950
Total AUM
$2B
Employees
4
Clients
203

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FEDERAL STREET
25TH FLOOR
BOSTON
MA 02110
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
617-557-7413

ReceiptFinancials

Total AUM
$2B
Accounts
621
Discretionary
$152.4M
Accounts
187
Non-Discretionary
$1.9B
Accounts
434

ContactClients

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Individual Clients
67
AUM
$625.3M
HNW Individual Clients
120
AUM
$1.1B
Charitable Organization Clients
15
AUM
$306.3M
Corporation or Business Clients
1
AUM
$922.4K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTDCFLMAMENHNYVAVT

HandshakeAffiliates

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

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