ZEVIN ASSET MANAGEMENT, LLC
Legal name: ZEVIN ASSET MANAGEMENT, INC.
CRD #108151 SEC #801-55158 BOSTON, MA 617-742-6666
SEC Registered
Total AUM
$321.4M
Discretionary
$292.5M
Employees
6
Clients
--
Accounts
297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $321.4M | $292.5M | $28.9M | 6 | 300 |
| Dec 2011 | $307.8M | $265.5M | $42.3M | 6 | 300 |
| May 2011 | $307.8M | $265.5M | $42.3M | 10 | -- |
| Mar 2011 | $307.8M | $265.5M | $42.3M | 10 | -- |
| Oct 2010 | $259.2M | $221.9M | $37.3M | 10 | -- |
| Mar 2008 | $278.1M | $237.4M | $40.7M | 5 | -- |
| Nov 2007 | $207.3M | $167M | $40.3M | 5 | -- |
| Mar 2007 | $207.3M | $167M | $40.3M | 5 | -- |
| Mar 2006 | $184.3M | $147M | $37.2M | 5 | -- |
| Sep 2005 | $152.4M | $118.7M | $33.7M | 5 | -- |
| Mar 2002 | $132.2M | $102M | $30.2M | 5 | -- |
DateMar 2012
Total AUM$321.4M
Discretionary$292.5M
Non-Disc.$28.9M
Employees6
Clients300
DateDec 2011
Total AUM$307.8M
Discretionary$265.5M
Non-Disc.$42.3M
Employees6
Clients300
DateMay 2011
Total AUM$307.8M
Discretionary$265.5M
Non-Disc.$42.3M
Employees10
Clients--
DateMar 2011
Total AUM$307.8M
Discretionary$265.5M
Non-Disc.$42.3M
Employees10
Clients--
DateOct 2010
Total AUM$259.2M
Discretionary$221.9M
Non-Disc.$37.3M
Employees10
Clients--
DateMar 2008
Total AUM$278.1M
Discretionary$237.4M
Non-Disc.$40.7M
Employees5
Clients--
DateNov 2007
Total AUM$207.3M
Discretionary$167M
Non-Disc.$40.3M
Employees5
Clients--
DateMar 2007
Total AUM$207.3M
Discretionary$167M
Non-Disc.$40.3M
Employees5
Clients--
DateMar 2006
Total AUM$184.3M
Discretionary$147M
Non-Disc.$37.2M
Employees5
Clients--
DateSep 2005
Total AUM$152.4M
Discretionary$118.7M
Non-Disc.$33.7M
Employees5
Clients--
DateMar 2002
Total AUM$132.2M
Discretionary$102M
Non-Disc.$30.2M
Employees5
Clients--