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ZEVIN ASSET MANAGEMENT, LLC
BOSTON, MA
617-742-6666
SEC #801-77093Total AUM
$1B
Employees
15Clients
769Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
2 OLIVER STREET
SUITE 806
BOSTON
MA 02109
United States
SUITE 806
BOSTON
MA 02109
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
617-742-6666
Financials
Total AUM
$1B
Accounts
769Discretionary
$1B
Accounts
767Non-Discretionary
$3.7M
Accounts
2
Clients
Individual Clients
107AUM
$25.4M
HNW Individual Clients
451AUM
$561.8M
Pension/Profit Sharing Plan Clients
21AUM
$5.3M
Charitable Organization Clients
66AUM
$376M
Government Entity Clients
1AUM
$28.6M
Other Clients
123AUM
$23.3M
Description of Other Clients
THIRD-PARTY MANAGER/PLATFORM ASSETS
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES TO EMPLOYEE TRUSTEES.
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.
Compliance
Disclosures
None reported
State Registrations
CACOCTFLILLAMAMDMEMNNHNJNYOHPATXVAVTWA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.