Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > massachusetts > boston > MINOT DEBLOIS ADVISORS LLC
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 |
More Retirement Planning firms in Boston, Massachusetts:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $3,964,385,404,654 | 31349 | 1264 | |
| $1,282,732,502,947 | 1559 | 2021 | |
| $1,062,795,395,069 | 172 | 161 | |
| $1,014,331,002,469 | 246 | 243 | |
| $824,740,096,815 | 1965880 | 269 |
Explore More Retirement Advisors in Boston, Massachusetts