FIND A MINTZ LEVIN FINANCIAL ADVISORS LLC FINANCIAL ADVISOR NEAR ME
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CRD#: 112485
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for MINTZ LEVIN FINANCIAL ADVISORS LLC Comes From
Understanding the Statistics for MINTZ LEVIN FINANCIAL ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
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HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
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Employees
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Registered
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Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
One Financial Center, Boston, MA 02111
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
Part 2 Brochures
MLFA BROCHURE FOR ADV PART 2 FILED 24MAR11 (3/22/2012)
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
| No Information | |||||||
The Importance of Understanding a Firm’s Role when Evaluating an Advisor
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Advisor's working at MINTZ LEVIN FINANCIAL ADVISORS LLC
Kyle Vann Mylius
IAR
CRD#: 2658148
Location:
Seattle, WA 98121
Company:
HUMANIZE WEALTH
Disclosures:
Experience:
30 years
GH
Gregory Holland
IAR
CRD#: 6252401
Location:
Bethlehem, PA 18018
Company:
O'HAGAN GROUP, INC.
Disclosures:
Experience:
12 years
Joseph A Di Vito JR
IAR
RR
CRD#: 2245445
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