Appleton Partners, Inc.
Appleton Partners, Inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $11,188,326,079 in 6,247 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management11,188MILLION
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Total Number of Accounts6,247ACCOUNTS
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Average Account Value$1,790,992
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
James Bosland (CRD# 1294525) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 33 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.
Kathleen Burge (CRD# 4349797) 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.
Anson Clough (CRD# 2322648) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 27 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.
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.
Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 10 years 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.
Kyle Lortie (CRD# 6465774) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 5 years of experience in the finance industry.