Robert Brooke Zevin Associates, Inc. (Boston)

Robert Brooke Zevin Associates, Inc. is a large advisory firm based in Boston. It manages $259.21 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Maine, Massachusetts, New York, and Texas.

Robert Brooke Zevin Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Robert Brooke Zevin Associates: assets under management

The assets under management (AUM) of Robert Brooke Zevin Associates, Inc. is $259.21 million. The firm's AUM has grown by 88% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $221.91 million in discretionary accounts and $37.3 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.06 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.14 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Robert Brooke Zevin Associates, Inc. for their services and products based on a percentage of assets under management and hourly charges. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Robert Brooke Zevin Associates, Inc.

Robert Brooke Zevin has been acting as President since 1 Dec 1997. Benjamin Crocker Lovell joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Brooke Zevin	President	1 Dec 1997	75% - 100%	4367618
Robert Brooke Zevin	Chief compliance officer	1 Oct 2004	75% - 100%	4367618
Benjamin Crocker Lovell	Vice president	1 Jan 2007	Other	1685416
Benjamin Crocker Lovell	Chief compliance officer	1 Dec 2008	Other	1685416

Based in Boston

The principal office where Robert Brooke Zevin Associates, Inc. performs its advisory services is located at 50 Congress Street, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.