← Back to searchVisit website
MINOT DEBLOIS ADVISORS LLC
CRD 140170 · SEC 801-69950
ONE FEDERAL STREET, 25TH FLOOR, BOSTON, MA, 02110, United States
Phone
617-557-7413
Fax
617-557-7419
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.04B
Discretionary AUM
$152.4M
Team
4 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-28
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $625.3M |
| High net worth individuals | 120 | $1.11B |
| Charitable organizations | 15 | $306.3M |
| Corporations/business entities | 1 | $922K |
States served
VT, CA, CO, DC, ME, MA, NY, VA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD