Clarendon Insurance Agency, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
114
Avg account
$0

Firm details

Headquarters
Waltham, Massachusetts
CRD number
7395
Registered since
April 29, 1977

Firm profile

FINTRX

Overview

Clarendon Insurance Agency, Inc. is organized as a corporation and identified in the snapshot data as an insurance agency entity. The firm’s ownership is listed as a combination of a domestic entity and an individual. Classification on the available record is "unclassified," and the profile indicates the firm does not act as a capital allocator or an active ESG investor. The record also flags a number of negative attributes rather than service offerings: it is not listed as a multistate adviser, not a pension consultant, not a related adviser, and not newly formed. No advisory activities, fee structure, or client base descriptions were provided in the source material.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Waltham, MA

Middlesex

Location

Waltham, MA

Headquartered in Waltham, 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
Middlesex
Address
230 3rd Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth