MINOT DEBLOIS ADVISORS LLC

One Federal Street
25th Floor
Boston, Massachusetts 02110
Tel: 617-557-7407

About MINOT DEBLOIS ADVISORS LLC

MINOT DEBLOIS ADVISORS LLC, formally registered with the SEC as MINOT DEBLOIS ADVISORS LLC. The firm was established in 03/10/2009. They have over 1 offices throughout the country.

MINOT DEBLOIS ADVISORS LLC is a Boston, Massachusetts based Financial Planning firm with nearly $1,706,000,000 assets under management, offering retirement planning & investment advisory services to 545 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	140170
SEC#	801-69950
Assets Managed by Firm	$1,706,000,000
No. of Clients	545
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	545	$1,706,000,000
High net worth individuals	177	$1,439,000,000
Charitable organizations	13	$266,400,000
Corporations or other businesses	1	$600,000

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