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Building 2PINNEY & SCOFIELD, INC.

Map pinCAMBRIDGE, MA
Phone617-492-6223
NotebookSEC #801-23657
Total AUM
$858.7M
Employees
4
Clients
295

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
22 HILLIARD STREET
CAMBRIDGE
MA 02138-4922
United States
Operating Hours
9:00 AM TO 5 PM
Monday - Friday
Phone
617-492-6223
Other Offices
3

ReceiptFinancials

Total AUM
$858.7M
Accounts
1,256
Discretionary
$858.7M
Accounts
1,256
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
74
AUM
$36M
HNW Individual Clients
221
AUM
$822.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLIDLAMAMENCNHNJNMNYRITXVAVT

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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