Falists
← Back to search

DRISCOLL FINANCIAL

WILLIAM DRISCOLL INSURANCE, INC.

CRD 285778

Visit website

ONE PARK PLACE, SUITE 2, UNIT C, 11 MEMORIAL DRIVE, PLYMOUTH, MA, 02360, United States

Phone

508-830-9970

Fax

508-830-9976

Registration

— (—)

Source

State registered

Total AUM

$6.5M

Discretionary AUM

$4.5M

Team

1 total employees; 1 advisory reps; 140 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; REFERRAL FEES

Org form

Corporation

Filing date

2026-03-12

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals31$3.5M
High net worth individuals2$3.0M

All web addresses on file

Official SEC filing: View on IAPD