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 an individual-owned limited liability company that has been SEC-registered since 2006. FINTRX classifies the firm as "Unclassified" and indicates it does not act as a capital allocator. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not newly formed. FINTRX also notes the firm is not a pension consultant and is not listed as a related adviser. The database does not provide detail on the firm's advisory activities, fee structure, client base, or specific business lines. That absence of public detail makes it unclear whether P G Boole, LLC provides traditional discretionary portfolio management, non-discretionary advice, or other financial services.
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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