IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

53 S. Main Street
Ipswich, Massachusetts 01938-2321
Tel: 978-356-6333

About IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC, formally registered with the SEC as IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. The firm was established in 02/21/1986. They have over 1 offices throughout the country.

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC is a Ipswich, Massachusetts based Financial Planning firm with nearly $638,262,727 assets under management, offering retirement planning & investment advisory services to 528 clients. The firm is staffed with 11 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106625
SEC#	801-26465
Assets Managed by Firm	$638,262,727
No. of Clients	528
No. of Advisors	11

Fee Structure

A percentage of AUM
Fixed fees

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	528	$638,262,727
Individuals (other than high net worth individuals)	189	$235,446,634
High net worth individuals	38	$307,125,039
Pension and profit sharing plans	Fewer than 5 clients	$57,624
Charitable organizations	10	$76,690,811
Corporations or other businesses	5	$18,942,619

More Retirement Planning firms in Ipswich, Massachusetts:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC 245 Summer Street Boston, MA, 02210	$3,964,385,404,654	31349	1264
WELLINGTON MANAGEMENT COMPANY LLP 280 Congress Street Boston, MA, 02210	$1,282,732,502,947	1559	2021
GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
STRATEGIC ADVISERS LLC 155 Seaport Blvd Boston, MA, 02210-2698	$824,740,096,815	1965880	269

Explore More Retirement Advisors in Ipswich, Massachusetts

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.