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. According to the available profile, ownership is recorded as an individual owner and the firm is categorized as "unclassified." The data indicates the firm does not act as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser. FINTRX also shows the adviser is not newly formed. There is no firm-supplied description of advisory or business activities, nor are any affiliations or external activities disclosed. That limited public footprint makes it difficult to characterize the firm's client focus, service model, or investment approach from the available record.
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
3 of 3TIMOTHY TULLY
PresidentCRD 2779617
GRIFFIN KEADY
Managing DirectorCRD 6512238
GILMAN CONANT
ConsultantCRD 6083867
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
Similar firms
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
Broker-DealerBOSTON, MA
KAUFMAN & COMPANY, LLC
Broker-DealerBOSTON, MA
CAPSTONE PARTNERS
Broker-DealerBOSTON, MA
CCA CAPITAL LLC
Broker-DealerBOSTON, MA
CHESTNUT PARTNERS, INC.
Broker-DealerBOSTON, MA
BACK BAY LIFE SCIENCE ADVISORY, LLC
Broker-DealerBOSTON, MA