S & Company, Inc.

S & Company, Inc. (CRD# 110026) is a financial advisory firm headquartered in Boston, MA. They manage $2,114,986,938 in 370 accounts and serve the financial needs of clients across 11 states (or territories).

Current Firm Details
50 Congress Street, Room 800, Boston, MA 02109
By the Numbers
  • Total Assets Under Management
    2,115
    MILLION
  • Total Number of Accounts
    370
    ACCOUNTS
  • Average Account Value
    $5,716,181
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, CT, DE, MA, ME, MT, NC, NH, NY, PA, RI

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

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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