MINTZ LEVIN FINANCIAL ADVISORS LLC
CRD #112485 SEC #801-55976 BOSTON, MA 617-542-6000 / 617-348-1737
SEC Registered
Total AUM
$1B
Discretionary
$771.6M
Employees
11
Clients
251
Accounts
374
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $1B | $771.6M | $264M | 11 | 400 |
| Mar 2009 | $807.2M | $573.7M | $233.4M | -- | -- |
| Oct 2007 | $1.1B | $429.6M | $664.4M | -- | -- |
| Jun 2005 | $817.3M | $294.1M | $523.3M | -- | -- |
| Jun 2004 | $748.5M | $261.6M | $486.9M | -- | -- |
| Jul 2001 | $536M | $170.6M | $365.4M | 10 | -- |
| Jun 2001 | $536M | $170.6M | $365.4M | 10 | -- |
DateMar 2012
Total AUM$1B
Discretionary$771.6M
Non-Disc.$264M
Employees11
Clients400
DateMar 2009
Total AUM$807.2M
Discretionary$573.7M
Non-Disc.$233.4M
Employees--
Clients--
DateOct 2007
Total AUM$1.1B
Discretionary$429.6M
Non-Disc.$664.4M
Employees--
Clients--
DateJun 2005
Total AUM$817.3M
Discretionary$294.1M
Non-Disc.$523.3M
Employees--
Clients--
DateJun 2004
Total AUM$748.5M
Discretionary$261.6M
Non-Disc.$486.9M
Employees--
Clients--
DateJul 2001
Total AUM$536M
Discretionary$170.6M
Non-Disc.$365.4M
Employees10
Clients--
DateJun 2001
Total AUM$536M
Discretionary$170.6M
Non-Disc.$365.4M
Employees10
Clients--