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APPLETON PARTNERS, INC.
CRD 110049 · SEC 801-29384
ONE POST OFFICE SQUARE, 5TH FLOOR, BOSTON, MA, 02109, United States
Phone
617-338-0700
Fax
617-338-2379
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$12.55B
Discretionary AUM
$12.55B
Team
59 total employees; 31 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersPublication of periodicalsEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 339 | $358.2M |
| High net worth individuals | 443 | $1.84B |
| Charitable organizations | 11 | $78.9M |
| State/municipal entities | 1 | $413K |
| Corporations/business entities | 4 | $27.6M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD