Zevin Asset Management, LLC

$1.02BAssets under management
as of Mar 2026 · SEC Form ADV
Boston, MA
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Tech stack

No one at Zevin Asset Management, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Zevin Asset Management, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $437M held · filed Mar 2024
U.S. Bank
Per Form ADV · $131M held · filed Mar 2024