Minot Deblois Advisors LLC

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Assets, Funds, Holdings

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Minot Deblois Advisors LLC
CRD #140170
SEC #801-69950
CIK #
AUM $1.7 BB (2024-06-25)
Employees 4 (75% Investors, 0% Brokers)
Phone617-557-7407
AddressOne Federal Street
Boston, MA 02110
Source [IAPD] [Website]
Total AUM ($MM)
20001600120080040002008201320192025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 177 1,439.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 13 266.4
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 1 0.6
(n) Other 0 0.0
Total 545 1,706.0
By Discretionary
Discretionary 149 146.0
Non-Discretionary 396 1,560.0
Total 545 1,706.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,706.0
Total 545 1,706.0
Comparable Firms State AUM ($BB)
Unison Advisors LLC
DC 1.9
LBMC Investment Advisors LLC
TN 1.8
Angeles Wealth Management LLC
CA 1.8
Safford Nicholas H & Co Inc
MA 1.8
Maloon Powers Pitre Higgins & Dennehy LLC
CA 1.7
Gemmer Asset Management LLC
CA 1.7
Trumbower Financial Advisors LLC
MD 1.7
Terry McDaniel & Company
TX 1.6
Diversified Portfolios Inc
MI 1.5
Atomic Invest LLC
NY 1.5
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