Kaufman & Company, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
1
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
10924
Registered since
July 9, 1982
Website
kcollc.com

Firm profile

FINTRX

Overview

Kaufman & Company, LLC is organized as a limited liability company and is owned by an individual. The firm is listed in the source data as "unclassified" for its regulatory/business classification and is not identified as a capital allocator. The firm is not characterized as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or as having related-adviser relationships. The source does not provide information about the firm’s client segments, fee arrangements, or the specific advisory or business activities it conducts.

Assets & Accounts

Location & Offices

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
50 Franklin St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth