Appleton Partners,inc.
Appleton Partners,inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $7,257,076,776 in 4,888 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management7,257MILLION
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Total Number of Accounts4,888ACCOUNTS
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Average Account Value$1,484,672
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
James Bosland (CRD# 1294525) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 29 years of experience in the finance industry.
Anson Clough (CRD# 2322648) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 24 years of experience in the finance industry. Anson Clough has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 6 years of experience in the finance industry.
Nancy Place (CRD# 1211434) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 18 years of experience in the finance industry.
Walter Zagrobski (CRD# 2671138) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has over 21 years of experience in the finance industry.
Daniel Buckley (CRD# 6319950) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.
Douglas Chamberlain (CRD# 1995169) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.
Geoffrey Chamberlain (CRD# 6319961) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.
Whitney Fitts (CRD# 6319966) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.
James Ladge (CRD# 4349802) is an Investment Advisor Representative working at Appleton Partners,inc. in Boston, MA and has 1 year of experience in the finance industry.