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Building 2ST. GERMAIN INVESTMENT MANAGEMENT

Map pinSPRINGFIELD, MA
Phone413-733-5111
NotebookSEC #801-12471
Total AUM
$3.8B
Employees
42
Clients
6,722

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1500 MAIN ST
25TH FLOOR
SPRINGFIELD
MA 01115-1001
United States
Operating Hours
8:30 AM TO 4:30 PM
Monday - Friday
Phone
413-733-5111
Other Offices
5

ReceiptFinancials

Total AUM
$3.8B
Accounts
6,722
Discretionary
$3.8B
Accounts
6,588
Non-Discretionary
$14.7M
Accounts
134

ContactClients

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Individual Clients
4,552
AUM
$1.3B
HNW Individual Clients
1,909
AUM
$2.3B
Pension/Profit Sharing Plan Clients
108
AUM
$14.8M
Charitable Organization Clients
113
AUM
$142.1M
Government Entity Clients
3
AUM
$3.2M
Corporation or Business Clients
37
AUM
$103.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Violation Finding
State Registrations
ALAZCACOCTDCDEFLGAHIIAILKYLAMAMDMEMIMNMOMSMTNCNENHNJNMNVNYOHORPARISCSDTNTXUTVAVTWAWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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