ZEVIN ASSET MANAGEMENT, LLC

2 Oliver Street
Suite 806
Boston, Massachusetts 02109
Tel: 617-742-6666

About ZEVIN ASSET MANAGEMENT, LLC

ZEVIN ASSET MANAGEMENT, LLC, formally registered with the SEC as ZEVIN ASSET MANAGEMENT, LLC. The firm was established in 09/11/2012. They have over 1 offices throughout the country.

ZEVIN ASSET MANAGEMENT, LLC is a Boston, Massachusetts based Financial Planning firm with nearly $787,810,030 assets under management, offering retirement planning & investment advisory services to 640 clients. The firm is staffed with 14 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165269
SEC#	801-77093
Assets Managed by Firm	$787,810,030
No. of Clients	640
No. of Advisors	14

Fee Structure

A percentage of AUM
Hourly charges
Other (ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (ADVISORY SERVICES TO EMPLOYEE TRUSTEES.)

Firm Client Information

	No. of Clients	AUM
Firm Total	640	$787,810,030
Individuals (other than high net worth individuals)	80	$23,731,700
High net worth individuals	163	$444,519,767
Pension and profit sharing plans	Fewer than 5 clients	$4,220,740
Charitable organizations	39	$292,812,189

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