Ipswich Investment Management Company, Inc.

Ipswich Investment Management Company, Inc. (CRD# 106625) is a financial advisory firm headquartered in Ipswich, MA. They manage $638,262,727 in 528 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
    638
    MILLION
  • Total Number of Accounts
    528
    ACCOUNTS
  • Average Account Value
    $1,208,831
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
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 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 27 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 29 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 29 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 30 years of experience in the finance industry.

6
David Macdougall, financial advisor Ipswich MA
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.

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