Ipswich Investment Management Company, Inc.

Ipswich Investment Management Company, Inc. (CRD# 106625) is a financial advisory firm headquartered in Ipswich, MA. They manage $664,743,816 in 507 accounts and serve the financial needs of clients across 10 states (or territories).

Current Firm Details

53 S. Main Street, Ipswich, MA 01938

http://www.ipswichinvestment.com

By the Numbers

Total Assets Under Management

665

MILLION
Total Number of Accounts

507

ACCOUNTS
Average Account Value

$1,311,132

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

Registered Investment Advisor

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.

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

Financial Advisors at Ipswich Investment Management Company, Inc.

Showing 1 - 6 of 6 top financial advisors.

1

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 25 years of experience in the finance industry.

2

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 27 years of experience in the finance industry.

3

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 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 27 years of experience in the finance industry.

5

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 28 years of experience in the finance industry.

6

David R. Macdougall

CRD#: 6442591

53 S. Main Street, Ipswich, MA 01938

David Macdougall (CRD# 6442591) 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.

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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