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CHOATE INVESTMENT ADVISORS

CHOATE INVESTMENT ADVISORS LLC

CRD 106109 · SEC 801-53321

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TWO INTERNATIONAL PLACE, SUITE 3000, BOSTON, MA, 02110, United States

Phone

617-973-4900

Fax

617-248-4000

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$10.05B

Discretionary AUM

$9.27B

Team

34 total employees; 20 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPublication of periodicals

Client types

TypeClientsAUM
Individuals95$45.6M
High net worth individuals519$9.37B
Pooled investment vehicles3$88.1M
Charitable organizations36$544.0M

States served

VT, AZ, CA, CO, DE, DC, GA, IL, ME, MD, MA, MI, MT, NE, NJ, NM, NY, NC, OH, OR, PA, RI, SC, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD