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 an independent, SEC-registered registered investment adviser that has operated since 2007. The firm is owned by an individual and manages client portfolios on a percentage-of-AUM fee basis, serving primarily individuals and families. Its advisory scope, as described in filings, includes discretionary portfolio management for individuals and small businesses, portfolio management for institutions or businesses, and the publication of periodicals or newsletters. The firm does not report itself as an active ESG investor, a pension consultant, a multi-state adviser, or a capital allocator to in-house private funds.
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 2
David Mccaffrey
Chief Compliance OfficerCRD 5485647
Joseph Patton
President, CEOCRD 358081
Contacts
3 of 3
Robert 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 5Active vs passive
$3.9M in ETFs
94%
$3.7M
6%
$233K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $2.7M | 3,582 | 67.78% |
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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