SAWYER & CO INC

50 Congress Street
Boston, Massachusetts 02109
Tel: 617-227-7033

About SAWYER & CO INC

SAWYER & CO INC, formally registered with the SEC as SAWYER & CO INC. The firm was established in 12/12/1986. They have over 1 offices throughout the country.

SAWYER & CO INC is a Boston, Massachusetts based Financial Planning firm with nearly $269,132,759 assets under management, offering retirement planning & investment advisory services to 200 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	112849
SEC#	801-28526
Assets Managed by Firm	$269,132,759
No. of Clients	200
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	200	$269,132,759
Individuals (other than high net worth individuals)	82	$18,897,131
High net worth individuals	112	$224,913,446
Pension and profit sharing plans	Fewer than 5 clients	$20,547,132
Corporations or other businesses	5	$4,775,050

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