TULLY & HOLLAND, INCORPORATED

Broker-DealerFINRA MemberEst. 1992
Total AUM
Advisory reps
3
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. 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

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 3
  • TIMOTHY TULLY

    PresidentCRD 2779617

  • GRIFFIN KEADY

    Managing DirectorCRD 6512238

  • GILMAN CONANT

    ConsultantCRD 6083867

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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