The De Burlo Group, Inc.

The De Burlo Group, Inc. (CRD# 153435) is a financial advisory firm headquartered in Boston, MA. They manage $654,485,990 in 176 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    654
    MILLION
  • Total Number of Accounts
    176
    ACCOUNTS
  • Average Account Value
    $3,718,670
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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.

MA, NH, PA, VT

Financial Advisors at The De Burlo Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Michael E. Shade
CRD#: 2305087
50 Federal St. 8th Floor, Boston, MA 02110
96
Wealthminder
score

Michael Shade (CRD# 2305087) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has over 23 years of experience in the finance industry.

2
Richard B. Vincent
CRD#: 1823326
50 Federal St. 8th Floor, Boston, MA 02110
93
Wealthminder
score

Richard Vincent (CRD# 1823326) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has over 28 years of experience in the finance industry.

3
Comegys R. De Burlo
CRD#: 4571650
50 Federal St. 8th Floor, Boston, MA 02110
87
Wealthminder
score

Comegys De Burlo (CRD# 4571650) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has 1 year of experience in the finance industry.

4
Robin W. Dushman
CRD#: 4569243
50 Federal St. 8th Floor, Boston, MA 02110
87
Wealthminder
score

Robin Dushman (CRD# 4569243) is an Investment Advisor Representative working at The De Burlo Group, Inc. in Boston, MA and has 1 year of experience in the finance industry.

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