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| Portfolios |
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| Track firms over time with portfolios. Click on the ✚ to add to a portfolio. |
| Minot Deblois Advisors LLC
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| CRD # | 140170 |
| SEC # | 801-69950 |
| CIK # | |
| AUM | $1.5 BB (6% Disc, 100% US, 2020-03-31) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 617-557-7407 |
| Address | 50 Congress Street Boston, MA 02109 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Heritage Financial Services LLC
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|
MA | 1.6 |
|
Connecticut Wealth Management LLC
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|
CT | 1.6 |
|
Marshfield Associates
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|
DC | 1.5 |
|
AJ Wealth Strategies LLC
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|
NY | 1.5 |
|
Signia Wealth Limited
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|
1.4 | |
|
Portfolio Solutions LLC
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|
MI | 1.4 |
|
Volaris Capital Management LLC
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|
NJ | 1.4 |
|
Safford Nicholas H & Co Inc
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|
MA | 1.4 |
|
Vigilant Capital Management LLC
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|
ME | 1.4 |
|
Singer & Xenos Inc
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|
FL | 1.4 |