Pinney & Scofield, Inc.
● SEC registered since 1985CRD 105365SEC# 801-23657Cambridge, MA
Reg. AUM
$858.7M
Employees
4
Accounts
1,256
Location
Cambridge, MA
About Pinney & Scofield
Pinney & Scofield is a fee-only advisory team applying academic theory to financial plans and investment recommendations. It offers financial planning, portfolio management, and ongoing monitoring so clients can focus on life priorities.
Summary based on the firm’s website.
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| Name | Title | Ownership | Since |
|---|---|---|---|
| John Robert Goddard Control | President And Director | 50-75% | 2014 |
| Richard Anthony Seeley Control | Treasurer, Director, Secretary, Chief Compliance Officer | 50-75% | 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
| Address | 22 Hilliard Street, Cambridge, MA 02138-4922 |
| Phone | 617-492-6223 |
| Fax | 617-492-8025 |
| Office hours | 9:00 a.m. To 5 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$858.7M▲ 15%
Mar '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,389 advisers
EmployeesTop 69%
More than 31% of 16,799 advisers
Assets under management
$858.7Mregulatory AUM
Discretionary $858.7M