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APPLETON PARTNERS, INC.

Tel: 617-338-0700
One Post Office Square
5th Floor
Boston, Massachusetts  02109

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APPLETON PARTNERS, INC.

APPLETON PARTNERS, INC. is a Boston, Massachusetts based financial advisory firm with nearly $12,650,265,281 in assets under management and provides investment advisory services for 7116 clients. There are currently 58 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Publication of periodicals and newsletters , Education seminars/workshops

Fee Structure:

A percentage of AUM

Firm CRD#:

110049

SEC#:

801-29384

No. of Clients:

7116

Assets under Management

$12,650,265,281

No. of Advisors:

58

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