ST. GERMAIN INVESTMENT MANAGEMENT

1500 Main St
25th Floor
Springfield, Massachusetts 01115-1001
Tel: 413-733-5111

About ST. GERMAIN INVESTMENT MANAGEMENT

ST GERMAIN INVESTMENT MANAGEMENT, formally registered with the SEC as ST GERMAIN INVESTMENT MANAGEMENT. The firm was established in 12/30/1976. They have over 5 offices throughout the country.

ST. GERMAIN INVESTMENT MANAGEMENT is a Springfield, Massachusetts based Financial Planning firm with nearly $2,699,038,645 assets under management, offering retirement planning & investment advisory services to 5541 clients. The firm is staffed with 40 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	155186
SEC#	801-12471
Assets Managed by Firm	$2,699,038,645
No. of Clients	5541
No. of Advisors	40

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	5541	$2,699,038,645
Individuals (other than high net worth individuals)	3860	$865,699,235
High net worth individuals	1572	$1,669,911,864
Pension and profit sharing plans	2	$968,582
Charitable organizations	78	$96,502,831
Corporations or other businesses	27	$63,420,843

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