ZEVIN ASSET MANAGEMENT, LLC - Financial Advisor in Massachusetts, Boston

Tel: 617-742-6666 2 Oliver Street Suite 806 Boston, Massachusetts 02109

About ZEVIN ASSET MANAGEMENT, LLC

ZEVIN ASSET MANAGEMENT, LLC is a Boston, Massachusetts based financial advisory firm with nearly $787,810,030 in assets under management and provides investment advisory services for 640 clients. There are currently 14 financial advisors at the firm.

General Information

Firm CRD#:

165269

Firm SEC#:

801-77093

Assets Under Management:

$787,810,030

No. of Clients:

640

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Other (ADVISORY SERVICES TO EMPLOYEE TRUSTEES.)

Fee Structure:

A percentage of AUM, Hourly charges, Other (ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.)

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