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Minot Deblois Advisors LLC
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CRD # | 140170 |
SEC # | 801-69950 |
CIK # | |
AUM | $1.7 BB (2024-06-25) |
Employees | 4 (75% Investors, 0% Brokers) |
Phone | 617-557-7407 |
Address | One Federal Street Boston, MA 02110 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 177 | 1,439.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 13 | 266.4 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 1 | 0.6 |
(n) Other | 0 | 0.0 |
Total | 545 | 1,706.0 |
By Discretionary | ||
Discretionary | 149 | 146.0 |
Non-Discretionary | 396 | 1,560.0 |
Total | 545 | 1,706.0 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 1,706.0 | |
Total | 545 | 1,706.0 |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Unison Advisors LLC
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|
DC | 1.9 |
LBMC Investment Advisors LLC
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|
TN | 1.8 |
Angeles Wealth Management LLC
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|
CA | 1.8 |
Safford Nicholas H & Co Inc
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|
MA | 1.8 |
Maloon Powers Pitre Higgins & Dennehy LLC
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|
CA | 1.7 |
Gemmer Asset Management LLC
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|
CA | 1.7 |
Trumbower Financial Advisors LLC
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|
MD | 1.7 |
Terry McDaniel & Company
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|
TX | 1.6 |
Diversified Portfolios Inc
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|
MI | 1.5 |
Atomic Invest LLC
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|
NY | 1.5 |