7/22/2005
Mintz Levin Financial Advisors ranked 78 on Bloomberg Wealth Manager's Fifth annual ranking of leading financial advisory firms. The ranking is based on the asset value of the average client relationship as of December 31, 2004.
The asset value of the average client relationship is calculated by dividing the total client assets under management by the total number of client relationships. Data used for the ranking was taken from a questionnaire sent to firms and from data that those firms provided to the Securities and Exchange Commission.
Mintz Levin Financial Advisors (MLFA), LLC, an affiliate of the law firm Mintz, Levin, Cohn, Ferris, Glovsky and Popeo P.C. provides high net worth individuals and families with comprehensive, holistic wealth management services. MLFA is an SEC Registered Investment Adviser, overseeing more than $800 million of client assets.