PINNEY & SCOFIELD, INC.
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 105365
- Registered since
- March 28, 1985
- Website
- www.pinneyandscofield.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.81%
- Individuals4.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pinney & Scofield, Inc. is an independent, privately owned registered investment adviser that has been operating since 1985. The firm focuses on serving individuals and families, offering financial planning and portfolio management for individual and small-business clients. Its billing combines a percentage-of-assets model with hourly fees. Pinney & Scofield identifies as an active ESG investor and was highlighted by Investor.com on its "Top RIA Firms to Watch" list in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3MARY EVANS
Investment Advisor RepresentativeCRD 5779647
RICHARD SEELEY
PartnerCRD 4643930
JOHN GODDARD
PartnerCRD 2649353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 109Active vs passive
$159M in ETFs
11%
$18.2M
89%
$141M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP) | Dimensional | Active | Inflation Protected Bond | $23.6M | 564,887 | 14.80% |
Location
CAMBRIDGE, MA
MIDDLESEX
Location
CAMBRIDGE, MA
Headquartered in CAMBRIDGE, 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
- 22 Hilliard St
- Time zone
- ET (UTC-5)
- Office locations
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