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 registered with the SEC since 2006. The firm is owned by an individual and is classified in the dataset as "Unclassified." The snapshot data indicates it does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multistate adviser. Fields for core business activities, advisory services, client types, and fee structure are blank in the available record.
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 2
Carl Serra
DirectorCRD 3179039
Philip Boole
Managing DirectorCRD 1416173
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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