J.p. Marvel Investment Advisors, Inc.

J.p. Marvel Investment Advisors, Inc. (CRD# 144364) is a financial advisory firm headquartered in Boston, MA. They manage $413,162,249 in 108 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    413
    MILLION
  • Total Number of Accounts
    108
    ACCOUNTS
  • Average Account Value
    $3,825,576
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
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, TX

Financial Advisors at J.p. Marvel Investment Advisors, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Joseph F. Patton
CRD#: 358081
265 Franklin Street, Boston, MA 02116
93
Wealthminder
score

Joseph Patton (CRD# 358081) is an Investment Advisor Representative working at J.p. Marvel Investment Advisors, Inc. in Boston, MA and has over 30 years of experience in the finance industry.

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