P G Boole, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sherborn, Massachusetts
CRD number
137920
Registered since
March 28, 2006

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Philip Boole

    Managing DirectorCRD 1416173

  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth