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APPLETON PARTNERS, INC.
BOSTON, MA
617-338-0700
SEC #801-29384Total AUM
$12.6B
Employees
59Clients
6,112Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
ONE POST OFFICE SQUARE
5TH FLOOR
BOSTON
MA 02109
United States
5TH FLOOR
BOSTON
MA 02109
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
617-338-0700
Financials
Total AUM
$12.6B
Accounts
7,106Discretionary
$12.6B
Accounts
7,106Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
339AUM
$358.2M
HNW Individual Clients
443AUM
$1.8B
Charitable Organization Clients
11AUM
$78.9M
Government Entity Clients
1AUM
$412.9K
Corporation or Business Clients
4AUM
$27.6M
Other Clients
5,314AUM
$10.2B
Description of Other Clients
CLIENTS FROM THIRD-PARTY PLATFORMS AND/OR THIRD-PARTY MANAGERS THAT ARE NOT IDENTIFIED TO THE REGISTRANT.
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
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Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.