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Home > Retirement Planners > massachusetts > boston > APPLETON PARTNERS, INC.
APPLETON PARTNERS, INC.
One Post Office Square
5th Floor
Boston, Massachusetts 02109
Tel: 617-338-0700
About APPLETON PARTNERS, INC.
APPLETON PARTNERS, INC, formally registered with the SEC as APPLETON PARTNERS, INC. The firm was established in 02/10/1987. They have over 1 offices throughout the country.
APPLETON PARTNERS, INC. is a Boston, Massachusetts based Financial Planning firm with nearly $12,650,265,281 assets under management, offering retirement planning & investment advisory services to 7116 clients. The firm is staffed with 58 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110049 |
| SEC# | 801-29384 |
| Assets Managed by Firm | $12,650,265,281 |
| No. of Clients | 7116 |
| No. of Advisors | 58 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 7116 | $12,650,265,281 |
| Individuals (other than high net worth individuals) | 310 | $251,105,462 |
| High net worth individuals | 482 | $1,763,377,384 |
| Charitable organizations | 13 | $82,964,200 |
| Corporations or other businesses | 5 | $17,569,651 |
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