MAYFLOWER ADVISORS

265 Franklin Street
Suite 401
Boston, Massachusetts 02110
Tel: 617-259-1767

About MAYFLOWER ADVISORS

MAYFLOWER ADVISORS, formally registered with the SEC as MAYFLOWER ADVISORS. The firm was established in 04/03/2020. They have over 5 offices throughout the country.

MAYFLOWER ADVISORS is a Boston, Massachusetts based Financial Planning firm with nearly $4,688,875,503 assets under management, offering retirement planning & investment advisory services to 2361 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307857
SEC#	801-118381
Assets Managed by Firm	$4,688,875,503
No. of Clients	2361
No. of Advisors	28

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2361	$4,688,875,503
Individuals (other than high net worth individuals)	596	$186,568,791
High net worth individuals	222	$714,404,156
Pension and profit sharing plans	243	$3,699,811,924
Charitable organizations	21	$18,468,448
Corporations or other businesses	34	$67,124,689

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