APPLETON PARTNERS, INC.

Tel: 617-338-0700 One Post Office Square 5th Floor Boston, Massachusetts 02109

About APPLETON PARTNERS, INC.

APPLETON PARTNERS, INC. is a Boston, Massachusetts based financial advisory firm with nearly $12,650,265,281 in assets under management and provides investment advisory services for 7116 clients. There are currently 58 financial advisors at the firm.

General Information

Firm CRD#:

110049

Firm SEC#:

801-29384

Assets Under Management:

$12,650,265,281

No. of Clients:

7116

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

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