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S & CO., INC.
CRD 110026 · SEC 801-33273
50 CONGRESS STREET, ROOM 800, BOSTON, MA, 02109, United States
Phone
617-227-8660
Fax
617-227-4470
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.46B
Discretionary AUM
$2.46B
Team
15 total employees; 6 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisersINVESTMENT ADVICE TO INDIVIDUAL TRUSTEES OF REVOCABLE AND IRREVOCABLE TRUSTS.
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 58 | $15.3M |
| High net worth individuals | 302 | $1.45B |
| Pooled investment vehicles | 6 | $821.2M |
| Charitable organizations | 17 | $170.0M |
States served
AK, DE, ME, MD, MA, MT, NY, PA, NH, CT, FL
Official SEC filing: View on IAPD