DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
S & CO., INC.
Tel: 617-227-8660
50 Congress Street, Room 800 Boston, Massachusetts 02109
S & CO., INC.
S & CO., INC. is a Boston, Massachusetts based financial advisory firm with nearly $2,114,986,938 in assets under management and provides investment advisory services for 370 clients. There are currently 14 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Portfolio management for pooled investment vehicles , Selection for other advisors , Other (INVESTMENT ADVICE TO INDIVIDUAL TRUSTEES OF REVOCABLE AND IRREVOCABLE TRUSTS.)
Fee Structure:
A percentage of AUM
Firm CRD#:
110026
SEC#:
801-33273
No. of Clients:
370
Assets under Management
$2,114,986,938
No. of Advisors:
14
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