Minot Deblois Advisors LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 140170
- Registered since
- March 10, 2009
- Website
- www.minotdeblois.com
- Custodians
- FIFTH THIRD SECURITIES, INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI54.38%
- Individuals30.59%
- Charitable Organizations14.99%
- Corporations / Businesses0.05%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Minot Deblois Advisors LLC is an independent registered investment adviser that provides portfolio management for individuals and small businesses. The firm is SEC registered (2009) and operates as a limited liability company owned by a domestic entity and an individual. Its client base includes both individual and family clients as well as institutional relationships. Fee arrangements include percentage-of-AUM billing and fixed fees. The firm reports it is not an active ESG investor, does not serve as a capital allocator, and is not structured as a multi-state or newly formed adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities58%
- US Government Bonds19%
- Other18%
- Cash & Cash Equivalents6%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$45.3M in ETFs
98%
$44.3M
<1%
$1M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $8.9M | 114,978 | 19.61% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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