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IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
CRD 106625 · SEC 801-26465
138 CONANT STREET, SUITE 201, BEVERLY, MA, 01915, United States
Phone
978-356-6333
Fax
978-356-2176
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$730.2M
Discretionary AUM
$646.2M
Team
11 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-16
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $297.5M |
| High net worth individuals | 42 | $329.7M |
| Charitable organizations | 10 | $82.3M |
| Corporations/business entities | 6 | $20.6M |
States served
VT, CA, CO, GA, ME, MA, NY, VA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD