P G BOOLE, LLC
Firm details
- Headquarters
- SHERBORN, Massachusetts
- CRD number
- 137920
- Registered since
- March 28, 2006
Firm profile
FINTRXOverview
P G Boole, LLC is organized as a limited liability company and has been SEC-registered since 2006. FINTRX classifies the business as unclassified and lists the owner type as an individual. The available records include few public details about the firm’s advisory activities, client segments, or fee structures. Flags in the dataset indicate the firm is not marked as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, and not a pension consultant or related adviser.
Assets & Accounts
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
Contacts
2 of 2PHILIP BOOLE
Managing DirectorCRD 1416173
Carl Serra
FinOpCRD 3179039
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SHERBORN, MA
MIDDLESEX
Location
SHERBORN, MA
Headquartered in SHERBORN, 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
- 18 N Main St
- Time zone
- ET (UTC-5)
- Office locations
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