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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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