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Building 2IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

Map pinBEVERLY, MA
Phone978-356-6333
NotebookSEC #801-26465
Total AUM
$730.2M
Employees
11
Clients
268

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
138 CONANT STREET, SUITE 201
BEVERLY
MA 01915
United States
Operating Hours
8:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
978-356-6333

ReceiptFinancials

Total AUM
$730.2M
Accounts
549
Discretionary
$646.2M
Accounts
540
Non-Discretionary
$83.9M
Accounts
9

ContactClients

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Individual Clients
210
AUM
$297.5M
HNW Individual Clients
42
AUM
$329.7M
Charitable Organization Clients
10
AUM
$82.3M
Corporation or Business Clients
6
AUM
$20.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COFLMANHNYTX

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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