Tully & Holland, Incorporated
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 30029
- Registered since
- April 2, 1992
- Website
- www.tullyandholland.com
Firm profile
FINTRXOverview
Tully & Holland, Incorporated is organized as a corporation and has been SEC-registered since 1992. Public filers list the ownership as an individual owner and the firm's regulatory classification is recorded as unclassified. Available metadata indicates the adviser is not multi-state, not newly formed, and does not identify itself as a capital allocator. The firm does not flag itself as an active ESG investor, and it is not listed as a pension consultant or a related adviser. FINTRX records do not include descriptions of fee schedules, client segments, advisory services, investment strategies, or holdings, so there is no public detail about how the firm structures portfolios or what asset classes it favors. The record notes two office locations but does not provide addresses or market details. Given the limited disclosure in FINTRX, direct engagement with the firm would be necessary to obtain current information on AUM, client types, public holdings, alternative investments, family-office services, or other operational specifics.
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4
Graham Seymour
AnalystCRD 8250805

Timothy Tully
PresidentCRD 2779617

Griffin Keady
Managing DirectorCRD 6512238
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 501 Boylston St
- Time zone
- ET (UTC-5)
- Office locations
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