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ZEVIN ASSET MANAGEMENT, LLC
CRD 165269 · SEC 801-77093
2 OLIVER STREET, SUITE 806, BOSTON, MA, 02109, United States
Phone
617-742-6666
Fax
617-742-6660
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.02B
Discretionary AUM
$1.02B
Team
15 total employees; 9 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; ADVISORY SERVICES TO EMPLOYEE TRUSTEES. TRUSTEES PAY ZAM FEES.
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)ADVISORY SERVICES TO EMPLOYEE TRUSTEES.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 107 | $25.4M |
| High net worth individuals | 451 | $561.8M |
| Pension/profit sharing plans | 21 | $5.3M |
| Charitable organizations | 66 | $376.0M |
States served
VT, CA, CO, IL, LA, ME, MD, MA, MN, NJ, NY, OH, PA, VA, WA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD