Appleton Partners Inc
Nom légal: APPLETON PARTNERS INC
Coordonnées complètes
Appleton Partners Inc
ONE POST OFFICE SQUARE, 6TH FLOOR, BOSTON, MA
617-338-0700
617-338-2379
Autre info
Appleton Partners Inc, une société MA légalement enregistrée, emploie 49 personnes, dont 22 dans des rôles consultatifs. Bien qu'il ne soit pas clair combien de clients la société sert, son statut signalé à la SEC est approuvé, avec une date d'enregistrement du 10 février 1987.
Appleton Partners, Inc. | Personalized Financial Planning : Appleton Partners, Inc.
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Propriétaires directs
-
APPLETON PARTNERS BUSINESS TRUST
BUSINESS TRUST possède 75% ou plus
-
BONNIE BROPHY TRACY
DIRECTOR possède Moins de 5%
-
CORNELIA SPENCER IVES
DIRECTOR possède Moins de 5%
-
DOUGLAS CAMPBELL CHAMBERLAIN
PRESIDENT, CEO, DIRECTOR possède Moins de 5%
-
J.P. CHEVRIERE
DIRECTOR possède Moins de 5%
-
JAMES IRA LADGE
SENIOR VICE PRESIDENT, COO possède Moins de 5%
-
KATHLEEN MARY BURGE
EXEC VICE PRESIDENT,CFO, DIRECTOR possède Moins de 5%
-
KENNETH JOSEPH NOVACK
DIRECTOR possède Moins de 5%
-
MARK THOMAS WILLIAMS
DIRECTOR possède Moins de 5%
-
MICHAEL COSTELLO
DIRECTOR possède Moins de 5%
-
MICHELE DAWN HUBLEY
SVP, CHIEF COMPLIANCE OFFICER possède Moins de 5%
-
ROBERT B NEEDHAM
DIRECTOR possède Moins de 5%
-
WILLIAM TERRELL PETTY
DIRECTOR possède Moins de 5%
Propriétaires indirects
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DOUGLAS CAMPBELL CHAMBERLAIN
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
-
JAMES IRA LADGE
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
-
KATHLEEN MARY BURGE
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
Entreprises situées à proximité
- SV Health Investors LLC
- Perennial Capital Advisors LLC
- Cambridge Associates Ltd LLC
- North American Management Corp
- Midwood Capital Management LLC
- Boston Common Asset Management LLC
- Fidelity Personal and Workplace Advisors LLC
- Geode Capital Management LLC
- The Baupost Group LLC
- Winslow Wealth Management LLC
Nouvelles
- Navigating the Waves of Change: Unveiling Appleton Partners Inc/Ma's Strategic Portfolio Adjustments in 2023-2024
- Appleton Partners Inc/Ma Q3 2023 vs. Q4 2023 13F Holdings Comparison
- Appleton Partners Inc/Ma Q2 2023 vs. Q3 2023 13F Holdings Comparison
- Appleton Partners Inc/Ma Q1 2023 vs. Q2 2023: Analyzing Changes in Fund Holdings
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