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 SEC-registered independent advisory firm organized as an LLC and operating since 2009. The firm serves individual and family clients as well as institutional relationships but concentrates its advisory work on portfolio management for individuals and small businesses. Fee arrangements include both a percentage-of-AUM model and fixed fees. Minot Deblois does not present itself as an active ESG investor, is not a pension consultant, and does not report functioning as a capital allocator or as part of a related-adviser structure.
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
2 of 2ROBERT BANNISH
Chief Compliance OfficerCRD 5635639
ZACHARY BOURQUE
Chief Executive OfficerCRD 5635647
Contacts
3 of 4SARAH ALLEN
Shareholder, DirectorCRD 6470976
Adam Rutledge
Investment Officer and Portfolio ManagerCRD 7351199
GREGORY MURPHY
OfficerCRD 2761870
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 83Active vs passive
$43.8M in ETFs
98%
$42.9M
<1%
$919K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND (VCSH) | Vanguard | Passive | Short Term Bond | $9.9M | 125,354 | 22.70% |
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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