Appleton Partners, Inc.
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 110049
- Registered since
- February 10, 1987
- Website
- www.appletonpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, J.P. MORGAN SECURITIES INC.
- Fee structure
- Percentage of AUM
- Client types
- Other81.63%
- HNWI14.66%
- Individuals2.85%
- Charitable Organizations0.63%
- Corporations / Businesses0.22%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Appleton Partners, Inc. is an independent registered investment advisor that has been SEC-registered since 1987. The firm serves a mix of individual, family and institutional clients and operates as a capital allocator, blending in-house portfolio management with selection of outside managers. Compensation is primarily a percentage-of-AUM fee model. Advisory activities include financial planning, portfolio management for individuals and businesses, due diligence and selection of other advisers, and client education through periodicals and seminars. The firm reports being active on ESG considerations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- State & Local Bonds76%
- Exchange Traded Equities8%
- Investment Grade Corp Bonds7%
- Public Funds/Mutual Funds4%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 140Active vs passive
$706M in ETFs
88%
$623M
11%
$82.6M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF (GSLC) | Goldman Sachs | Passive | Large Blend | $61.4M | 423,245 | 8.70% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 1 Post Office Sq
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
First Eagle Alternative Credit, LLC
RIABoston, MA
MFN Partners Management, LP
RIABoston, MA
Loring, Wolcott & Coolidge Fiduciary Advisors, LLP
RIABoston, MA
Intercontinental Real Estate Corporation
RIABoston, MA
Whale Rock Capital Management
RIABoston, MA
Impresa Management LLC
RIABoston, MA