Ipswich Investment Management Company, Inc.

Ipswich Investment Management Company, Inc. (CRD# 106625) is a financial advisory firm headquartered in Ipswich, MA. They manage $546,535,795 in 503 accounts and serve the financial needs of clients across 9 states (or territories).

Current Firm Details
53 S. Main Street, Ipswich, MA 01938
http://www.ipswichinvestment.com
By the Numbers
  • Total Assets Under Management
    547
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $1,086,552
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, MA, ME, NH, NY, TX, VA, VT

Financial Advisors at Ipswich Investment Management Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Patricia Bowlin, financial advisor Ipswich MA
Patricia A. Bowlin
CRD#: 2681885
53 S. Main Street, Ipswich, MA 01938

Patricia Bowlin (CRD# 2681885) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 23 years of experience in the finance industry.

2
Alexander Colby, financial advisor Ipswich MA
Alexander M. Colby
CRD#: 2559042
53 S. Main Street, Ipswich, MA 01938

Alexander Colby (CRD# 2559042) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 26 years of experience in the finance industry.

3
Eric Jostrom, financial advisor Ipswich MA
Eric H. Jostrom
CRD#: 262381
53 S. Main Street, Ipswich, MA 01938

Eric Jostrom (CRD# 262381) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has 1 year of experience in the finance industry.

4
James McCall, financial advisor Ipswich MA
James R. McCall
CRD#: 2557718
53 S. Main Street, Ipswich, MA 01938

James McCall (CRD# 2557718) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 26 years of experience in the finance industry.

5
Janell Phillips, financial advisor Ipswich MA
Janell Phillips
CRD#: 2378496
53 S. Main Street, Ipswich, MA 01938

Janell Phillips (CRD# 2378496) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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