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PINNEY & SCOFIELD, INC.
CRD 105365 · SEC 801-23657
22 HILLIARD STREET, CAMBRIDGE, MA, 02138-4922, United States
Phone
617-492-6223
Fax
617-492-8025
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$858.7M
Discretionary AUM
$858.7M
Team
4 total employees; 3 advisory reps; 5 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 74 | $36.0M |
| High net worth individuals | 221 | $822.7M |
States served
VT, CA, ID, LA, ME, MA, NJ, NM, NY, NC, RI, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD