As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.
View Top Employees from Appleton Partners, Inc.Website | http://www.appletonpartners.com |
Revenue | $5.7 million |
Employees | 71 (68 on RocketReach) |
Founded | 1986 |
Address | 1 Post Office Sq, Boston, Massachusetts 02109, US |
Phone | (617) 338-0700 |
Technologies |
JavaScript,
HTML,
Twitter
+19 more
(view full list)
|
Industry | Investment Management, Finance General, Finance |
Web Rank | 8 Million |
Keywords | Appleton Partners, Appleton Partners, Inc., Appleton Partner, Applleton Partners, Appleton Partners, Inc Ceo |
Competitors | Bel Air Investment Advisors LLC, Franklin Street Partners, Newport Private Wealth, Private Wealth Management, Ramius Capital Group , LLC |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Appleton Partners, Inc. employee's phone or email?
The Appleton Partners, Inc. annual revenue was $5.7 million in 2024.
Gregory Donoghue is the Senior Vice President of Appleton Partners, Inc..
68 people are employed at Appleton Partners, Inc..
Appleton Partners, Inc. is based in Boston, Massachusetts.
The NAICS codes for Appleton Partners, Inc. are [52, 52393, 523, 5239].
The SIC codes for Appleton Partners, Inc. are [62, 628].