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).

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 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 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 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 26 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 27 years of experience in the finance industry.

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