Appleton Partners Inc

Full Contact Details

Appleton Partners Inc

ONE POST OFFICE SQUARE, 6TH FLOOR, BOSTON, MA

617-338-0700

617-338-2379

Other Info

Appleton Partners Inc, a legally registered MA Corporation, employs 49 people with 22 functioning in advisory roles. While it's unclear how many clients the firm serves, its SEC-Reported status is approved, with a registration date of Feb 10, 1987.

Appleton Partners, Inc. | Personalized Financial Planning : Appleton Partners, Inc.

Appleton Partners builds relationships with its clients to deliver financial planning & wealth management solutions that meet your unique needs.

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Direct Owners

APPLETON PARTNERS BUSINESS TRUST
BUSINESS TRUST owns 75% or more
BONNIE BROPHY TRACY
DIRECTOR owns less than 5%
CORNELIA SPENCER IVES
DIRECTOR owns less than 5%
DOUGLAS CAMPBELL CHAMBERLAIN
PRESIDENT, CEO, DIRECTOR owns less than 5%
J.P. CHEVRIERE
DIRECTOR owns less than 5%
JAMES IRA LADGE
SENIOR VICE PRESIDENT, COO owns less than 5%
KATHLEEN MARY BURGE
EXEC VICE PRESIDENT,CFO, DIRECTOR owns less than 5%
KENNETH JOSEPH NOVACK
DIRECTOR owns less than 5%
MARK THOMAS WILLIAMS
DIRECTOR owns less than 5%
MICHAEL COSTELLO
DIRECTOR owns less than 5%
MICHELE DAWN HUBLEY
SVP, CHIEF COMPLIANCE OFFICER owns less than 5%
ROBERT B NEEDHAM
DIRECTOR owns less than 5%
WILLIAM TERRELL PETTY
DIRECTOR owns less than 5%

Indirect Owners

DOUGLAS CAMPBELL CHAMBERLAIN
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
JAMES IRA LADGE
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
KATHLEEN MARY BURGE
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST

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