SAWYER & CO INC
Firm details
- Headquarters
- BOSTON, Massachusetts
- CRD number
- 112849
- Registered since
- December 12, 1986
- Website
- www.sawyer-company.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.12%
- Pension & Profit Sharing Plans8.57%
- Individuals6.46%
- Corporations / Businesses1.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sawyer & Co Inc is a corporation that provides fee-based portfolio management primarily to individuals and families. The firm has been SEC-registered since 1986 and is owned by an individual. Its advisory mandate covers discretionary portfolio management for individuals/small businesses and for business or institutional clients. Compensation is charged as a percentage of assets under management. The firm does not self-identify as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Exchange Traded Equities87%
- US Government Bonds7%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Contacts
3 of 3BENJAMIN WEBBER
Executive Vice PresidentCRD 4989677
WILLIAM SAWYER
President and FounderCRD 411758
MARK CACCIOLA
Vice PresidentCRD 5980849
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 33Active vs passive
$5.7M in ETFs
98%
$5.6M
2%
$109K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $3.5M | 5,851 | 61.01% |
Location
BOSTON, MA
SUFFOLK
Location
BOSTON, MA
Headquartered in BOSTON, 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
- SUFFOLK
- Address
- 50 Congress St
- Time zone
- ET (UTC-5)
- Office locations
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