CHOATE INVESTMENT ADVISORS

Two International Place
Suite 3000
Boston, Massachusetts 02110
Tel: 617-973-4900

About CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS, formally registered with the SEC as CHOATE INVESTMENT ADVISORS. The firm was established in 11/29/1996. They have over 2 offices throughout the country.

CHOATE INVESTMENT ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $7,496,939,369 assets under management, offering retirement planning & investment advisory services to 3608 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106109
SEC#	801-53321
Assets Managed by Firm	$7,496,939,369
No. of Clients	3608
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	3608	$7,496,939,369
Individuals (other than high net worth individuals)	96	$50,352,239
High net worth individuals	488	$6,963,729,326
Pension and profit sharing plans	2	$5,680,239
Charitable organizations	40	$423,197,972
Corporations or other businesses	1	$2,898,056

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