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Building 2LOWELL BLAKE & ASSOCIATES INC.

Map pinBOSTON, MA
Phone(617) 422-0064
NotebookSEC #801-9892
Total AUM
$596.6M
Employees
8
Clients
255

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
141 TREMONT STREET
SUITE 200
BOSTON
MA 02111-1209
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
(617) 422-0064

ReceiptFinancials

Total AUM
$596.6M
Accounts
432
Discretionary
$544.8M
Accounts
413
Non-Discretionary
$51.7M
Accounts
19

ContactClients

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Individual Clients
61
AUM
$30.7M
HNW Individual Clients
76
AUM
$289.1M
Pension/Profit Sharing Plan Clients
2
AUM
$2.5M
Charitable Organization Clients
22
AUM
$112M
Insurance Company Clients
1
AUM
$2.1M
Corporation or Business Clients
2
AUM
$5M
Other Clients
91
AUM
$155.1M
Description of Other Clients
IRREVOCABLE TRUSTS

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
TRUSTEE FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANHNYTXVT

HandshakeAffiliates

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

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