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).
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Total Assets Under Management12,650MILLION
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Total Number of Accounts7,116ACCOUNTS
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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 Quealy (CRD# 6319936) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.
Christopher Sutherland (CRD# 5385717) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 12 years of experience in the finance industry.
Jennifer Hall (CRD# 7388739) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.
H.l. Johnson (CRD# 1101984) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 40 years of experience in the finance industry.
Gregory Lally (CRD# 7457853) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has 1 year of experience in the finance industry.
Jesse Martin (CRD# 3166712) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 25 years of experience in the finance industry.
James O'neil (CRD# 7049973) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 4 years of experience in the finance industry.
Ryan Tracy (CRD# 5606773) is an Investment Advisor Representative working at Appleton Partners, Inc. in Boston, MA and has over 14 years of experience in the finance industry.