Tully & Holland, Incorporated

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
30029
Registered since
April 2, 1992

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Graham Seymour

    Graham Seymour

    AnalystCRD 8250805

  • Timothy Tully

    Timothy Tully

    PresidentCRD 2779617

  • Griffin Keady

    Griffin Keady

    Managing DirectorCRD 6512238

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth