Appleton Partners, Inc.
Appleton Partners, Inc. (CRD# 110049) is a financial advisory firm headquartered in Boston, MA. They manage $12,650,265,281 in 7,116 accounts and serve the financial needs of clients across 53 states (or territories).
-
Total Assets Under Management12,650MILLION
-
Total Number of Accounts7,116ACCOUNTS
-
Average Account Value$1,777,721
- 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
- Selection of other advisers (including private fund managers)
- 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 36 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.
Vincent Capolupo (CRD# 4999251) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 18 years 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 30 years 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.
Benjamin Holcombe (CRD# 5830353) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 13 years of experience in the finance industry.
Kelly McKernan (CRD# 2629092) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 28 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 25 years of experience in the finance industry.