Ipswich Investment Management Company, Inc.

Ipswich Investment Management Company, Inc. (CRD# 106625) is a financial advisory firm headquartered in Ipswich, MA. They manage $344,647,482 in 412 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    345
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $836,523
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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, MA, ME, NH, NY, TX, VT

Financial Advisors at Ipswich Investment Management Company, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
James R. McCall
CRD#: 2557718
53. S. Main Street, Ipswich, MA 01938
96
Wealthminder
score

James McCall (CRD# 2557718) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 22 years of experience in the finance industry.

2
Karen C. Cole
CRD#: 1208070
53. S. Main Street, Ipswich, MA 01938
93
Wealthminder
score

Karen Cole (CRD# 1208070) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 16 years of experience in the finance industry.

3
Alexander M. Colby
CRD#: 2559042
53. S. Main Street, Ipswich, MA 01938
76
Wealthminder
score

Alexander Colby (CRD# 2559042) 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.

4
Patricia A. Bowlin
CRD#: 2681885
53. S. Main Street, Ipswich, MA 01938
73
Wealthminder
score

Patricia Bowlin (CRD# 2681885) is an Investment Advisor Representative working at Ipswich Investment Management Company, Inc. in Ipswich, MA and has over 20 years of experience in the finance industry.

5
Eric H. Jostrom
CRD#: 262381
53. S. Main Street, Ipswich, MA 01938
67
Wealthminder
score

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.

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