DRISCOLL FINANCIAL

RIASEC Registered
Total AUM
$6.5M
Discretionary
$4.5M
69% of AUM
Avg account
$197K
Accounts
33
Employees
1
Advisory reps
1

Firm details

Headquarters
PLYMOUTH, Massachusetts
CRD number
285778
Website
billdriscoll.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Other
Client types
  • Individuals53.85%
  • HNWI46.15%
Services
Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Driscoll Financial is an independent, corporation-structured registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and combines fee-based portfolio management and financial planning with insurance-brokerage activities. Its advisory scope includes portfolio management for individuals and small businesses, pension consulting work, and selection of other advisers. The firm reports a mix of fee arrangements (AUM-based, hourly, and other fee types) and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 90%, US Government Bonds 5%, Exchange Traded Equities 2%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Cash & Cash Equivalents 1%90%
  • Public Funds/Mutual Funds90%
  • US Government Bonds5%
  • Exchange Traded Equities2%
  • State & Local Bonds1%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1

  • WILLIAM DRISCOLL

    PresidentCRD 2894833

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

PLYMOUTH, MA

PLYMOUTH

Location

PLYMOUTH, MA

Headquartered in PLYMOUTH, 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
PLYMOUTH
Address
1 Park Pl Suite 2 Unit C Memor Dr
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth