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Pinney & Scofield, Inc.

● SEC registered since 1985CRD 105365SEC# 801-23657Cambridge, MA
Export (members)
Reg. AUM
$858.7M
Employees
4
Accounts
1,256
Location
Cambridge, MA

Pinney & Scofield, Inc. assets under management

Pinney & Scofield, Inc. is an investment advisory firm registered with the SEC based in Cambridge, MA. The firm has been registered since 1985. It reports $858.7 million in regulatory assets under management and employs 4 people.

Pinney & Scofield, Inc. owners & executives

2 reported
NameTitleOwnershipSince
John Robert Goddard ControlPresident And Director50-75%2014
Richard Anthony Seeley ControlTreasurer, Director, Secretary, Chief Compliance Officer50-75%2021

Frequently asked questions

How much does Pinney & Scofield, Inc. manage?

Pinney & Scofield, Inc. reports $858.7 million in regulatory assets under management on its Form ADV.

How many employees does Pinney & Scofield, Inc. have?

Pinney & Scofield, Inc. reports 4 employees.

Where is Pinney & Scofield, Inc. located?

Pinney & Scofield, Inc. is based in Cambridge, MA and has been SEC-registered since 1985.

Does Pinney & Scofield, Inc. disclose fund performance?

Pinney & Scofield, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address22 Hilliard Street, Cambridge, MA 02138-4922
Phone617-492-6223
Fax617-492-8025
Office hours9:00 a.m. To 5 p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Regulatory AUM

$858.7M▲ 15%
Mar '25 — $749MApr '25 — $749MMay '25 — $749MJun '25 — $749MJul '25 — $749MAug '25 — $749MSep '25 — $749MOct '25 — $749MNov '25 — $749MDec '25 — $749MJan '26 — $749MFeb '26 — $749MMar '26 — $858.7MApr '26 — $858.7MMay '26 — $858.7MJun '26 — $858.7M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 36%
Larger than 64% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$858.7Mregulatory AUM
Discretionary $858.7M