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PINNEY & SCOFIELD, INC.
22 Hilliard Street
Cambridge, Massachusetts 02138-4922
Tel: 617-492-6223
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 Status | Approved |
|---|---|
| Firm CRD# | 105365 |
| SEC# | 801-23657 |
| Assets Managed by Firm | $666,151,537 |
| No. of Clients | 1217 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 1217 | $666,151,537 |
| Individuals (other than high net worth individuals) | 88 | $44,244,011 |
| High net worth individuals | 197 | $621,907,526 |
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