S & Company, Inc.

S & Company, Inc. (CRD# 110026) is a financial advisory firm headquartered in Boston, MA. They manage $1,298,978,359 in 230 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,299
    MILLION
  • Total Number of Accounts
    230
    ACCOUNTS
  • Average Account Value
    $5,647,732
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
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.

AK, MA, ME, NY

Financial Advisors at S & Company, Inc.
No Advisor Found.
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