PINNEY & SCOFIELD, INC.
Total AUM
$858.7M
Employees
4Clients
295Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
22 HILLIARD STREET
CAMBRIDGE
MA 02138-4922
United States
CAMBRIDGE
MA 02138-4922
United States
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
617-492-6223
Other Offices
3
Financials
Total AUM
$858.7M
Accounts
1,256Discretionary
$858.7M
Accounts
1,256Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
74AUM
$36M
HNW Individual Clients
221AUM
$822.7M
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CACTFLIDLAMAMENCNHNJNMNYRITXVAVT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.