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PINNEY & SCOFIELD, INC.

22 Hilliard Street
Cambridge, Massachusetts 02138-4922
Tel: 617-492-6223

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About PINNEY & SCOFIELD, INC.

PINNEY & SCOFIELD, INC, formally registered with the SEC as PINNEY & SCOFIELD, INC. The firm was established in 03/28/1985. They have over 4 offices throughout the country.

PINNEY & SCOFIELD, INC. is a Cambridge, Massachusetts based Financial Planning firm with nearly $666,151,537 assets under management, offering retirement planning & investment advisory services to 1217 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#105365
SEC#801-23657
Assets Managed by Firm$666,151,537
No. of Clients1217
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total1217$666,151,537
Individuals (other than high net worth individuals)88$44,244,011
High net worth individuals197$621,907,526

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