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Zevin Robert Brooke Associates Inc (Newburyport)


Zevin Robert Brooke Associates Inc is a large advisory firm based in Newburyport. It manages $137.87 million of regulatory assets for 87 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Massachusetts.




Zevin Robert Brooke Associates provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Zevin Robert Brooke Associates: assets under management

The assets under management (AUM) of Zevin Robert Brooke Associates Inc is $137.87 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $106.5 million in discretionary accounts and $31.37 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.31 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $5.23 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Zevin Robert Brooke Associates Inc for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Newburyport

The principal office where Zevin Robert Brooke Associates Inc performs its advisory services is located at 30 Green Street, Newburyport, MA 01950, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-462-2118 or by fax 978-462-2213. The normal business hours are 9 - 5 on Monday - Friday.


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