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 is recorded as an SEC-registered adviser since 2006. Ownership is listed as an individual; the firm is classified in the dataset as "Unclassified." The FINTRX profile does not provide descriptions of client segments, fee schedules, core advisory activities, or specific business lines. Data fields in the snapshot identify several negative flags that narrow its apparent operating footprint: it is not marked as a capital allocator, not active on ESG strategies, not designated a multi-state adviser, not a pension consultant, and not reported as a related adviser. Several standard disclosure fields are blank in FINTRX, which limits visibility into how (or whether) the firm sources managers, constructs portfolios, or serves clients.
Assets & Accounts
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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