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ZEVIN ASSET MANAGEMENT, LLC
ZEVIN ASSET MANAGEMENT, LLC
BOSTON, Massachusetts
·
5 registered advisors
·
CRD# 165269
SEC# 801-77093
0
617-742-6666
01
Firm Overview
AUM
$788M
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
Hourly charges
Other: ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ZEVIN ASSET MANAGEMENT, LLC
5 registered advisors
Amber Lynn Fairbanks
BOSTON, Massachusetts
CRD# 6011307
Benjamin Crocker Lovell
BOSTON, Massachusetts
CRD# 1685416
Jane Liou Li
BOSTON, Massachusetts
CRD# 2928189
Robert Brooke Zevin
BOSTON, Massachusetts
CRD# 4367618
Steven Andrew Dray
BOSTON, Massachusetts
CRD# 2963066
05
Office Locations
BOSTON, Massachusetts
5 advisors
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Data sourced from SEC Form ADV filings. ZEVIN ASSET MANAGEMENT, LLC (CRD# 165269) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.