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S & CO., INC.
50 Congress Street, Room 800
Boston, Massachusetts 02109
Tel: 617-227-8660
About S & CO., INC.
S & CO, INC, formally registered with the SEC as S & CO, INC. The firm was established in 11/10/1988. They have over 1 offices throughout the country.
S & CO., INC. is a Boston, Massachusetts based Financial Planning firm with nearly $2,114,986,938 assets under management, offering retirement planning & investment advisory services to 370 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110026 |
| SEC# | 801-33273 |
| Assets Managed by Firm | $2,114,986,938 |
| No. of Clients | 370 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (INVESTMENT ADVICE TO INDIVIDUAL TRUSTEES OF REVOCABLE AND IRREVOCABLE TRUSTS.)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 370 | $2,114,986,938 |
| Individuals (other than high net worth individuals) | 54 | $15,212,368 |
| High net worth individuals | 292 | $1,243,634,106 |
| Charitable organizations | 18 | $127,171,676 |
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