Appleton Partners, Inc.
● SEC registered since 1987CRD 110049SEC# 801-29384Boston, MA
Reg. AUM
$12.55B
Employees
59
Accounts
7,106
Location
Boston, MA
Appleton Partners, Inc. assets under management
Appleton Partners, Inc. is an investment advisory firm registered with the SEC based in Boston, MA. The firm has been registered since 1987. It reports $12.6 billion in regulatory assets under management and employs 59 people.
Appleton Partners, Inc. owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Appleton Partners Business Trust | Business Trust | Over 75% | 2001 |
| Douglas Campbell Chamberlain Control | President, Ceo, Director | Under 5% | 1998 |
| Michael Thomas Howard Control | Svp, Chief Compliance Officer | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Appleton Partners, Inc. manage?
Appleton Partners, Inc. reports $12.6 billion in regulatory assets under management on its Form ADV.
How many employees does Appleton Partners, Inc. have?
Appleton Partners, Inc. reports 59 employees.
Where is Appleton Partners, Inc. located?
Appleton Partners, Inc. is based in Boston, MA and has been SEC-registered since 1987.
Does Appleton Partners, Inc. disclose fund performance?
Appleton Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Post Office Square, 5th Floor, Boston, MA 02109 |
| Phone | 617-338-0700 |
| Fax | 617-338-2379 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1055290 |
| Discloses disciplinary history | No |
Regulatory AUM
$12.55B▼ 7%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 7%
Larger than 93% of 16,271 advisers
EmployeesTop 11%
More than 89% of 16,825 advisers
Assets under management
$12.55Bregulatory AUM
Discretionary $12.55B