J.P. Marvel Investment Advisors, Inc.
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 144364
- Registered since
- June 19, 2007
- Website
- jpmarvel.com
- Custodians
- STATE STREET BANK AND TRUST COMPANY
- Fee structure
- Percentage of AUM
- Client types
- HNWI99.22%
- Individuals0.78%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
J.P. Marvel Investment Advisors, Inc. is a corporation registered with the SEC in 2007 that serves individual and family clients. Ownership is listed as individual and the firm charges fees based on a percentage of assets under management. Its advisory services emphasize portfolio management for individuals and small businesses, as well as for businesses or institutions; the firm also publishes periodicals or newsletters. It is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a capital allocator, or a related adviser.
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
- Exchange Traded Equities89%
- Cash & Cash Equivalents10%
- State & Local Bonds1%
Owners & executives
2 of 2DAVID MCCAFFREY
Chief Compliance OfficerCRD 5485647
JOSEPH PATTON
President, CEOCRD 358081
Contacts
3 of 3ROBERT STEPHENSON
Executive Vice PresidentCRD 2398317
JOAN PATTON
Secretary of the CorporationCRD 6318878
JOSEPH PATTON
PresidentCRD 5341584
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 3Active vs passive
$3.1M in ETFs
100%
$3.1M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.3M | 3,582 | 76.31% |
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
- 265 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
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