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Building 2SAWYER & CO INC

Map pinBOSTON, MA
Phone617-227-7033
NotebookSEC #801-28526
Total AUM
$320.1M
Employees
4
Clients
228

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 CONGRESS STREET
BOSTON
MA 02109
United States
Operating Hours
9:00 A.M.-4:30P.M.
Monday - Friday
Phone
617-227-7033

ReceiptFinancials

Total AUM
$320.1M
Accounts
232
Discretionary
$319.1M
Accounts
231
Non-Discretionary
$987.4K
Accounts
1

ContactClients

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Individual Clients
97
AUM
$20.7M
HNW Individual Clients
129
AUM
$266.1M
Pension/Profit Sharing Plan Clients
1
AUM
$27.4M
Corporation or Business Clients
1
AUM
$5.9M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)
State Registrations
MANHNY

HandshakeAffiliates

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

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