APPLETON PARTNERS,INC.
APPLETON PARTNERS,INC. (CRD# 110049) is an SEC-Registered Investment Advisor (RIA), headquartered in Boston, MA. The SEC approved the firm to operate as an RIA in Feb 1987. In Mar 2018, the firm reported total Regulatory Assets Under Management (RAUM) of $9.1 Billion, and has discretion over 100% of those assets.   Pooled investment vehicles (Private Funds) account for 0% of RAUM.   Non-US investors represent 0% .
APPLETON PARTNERS,INC. also reported in Mar 2018: 47 employees, with 20 performing advisory functions. One office location. No registrations with foreign financial regulatory authorities. NO OPERATIONS as a Commodity Pool Operator (CPO) or Commodity Trading Advisor (CTA).
APPLETON PARTNERS,INC. has no disclosure events reported to the SEC at this time.
View APPLETON PARTNERS,INC.'s most recent Form ADV filing
APPLETON PARTNERS,INC. has Notice Filings with the following State Securities Authorities: AK-Jan 2018, AL-Jan 2018, AR-Jan 2018, AZ-Mar 2018, CA-Jan 2018 , CO-Mar 2011, CT-Jan 2018, DC-Jan 2018, DE-Jan 2018, FL-Jan 2018 , GA-Jan 2018, HI-Jan 2018, IA-Jan 2018, ID-Jan 2018, IL-Apr 2005 , IN-Jan 2018, KS-Jan 2018, KY-Jan 2018, LA-Jan 2018, MA-Jan 2018 , MD-Jan 2018, ME-Jan 2018, MI-Jan 2018, MN-Jan 2018, MO-Jan 2018 , MS-Jan 2018, MT-Jan 2018, NC-Jan 2018, ND-Jan 2018, NE-Jan 2018 , NH-Jan 2005, NJ-Jan 2018, NM-Jan 2018, NV-Jan 2018, NY-Jan 2018 , OH-Jan 2018, OK-Jan 2018, OR-Jan 2018, PA-Jan 2018, PR-Jan 2018 , RI-Jan 2018, SC-Jan 2018, SD-Jan 2018, TN-Jan 2018, TX-Jan 2018 , UT-Jan 2018, VA-Jan 2018, VI-Jan 2018, VT-Jan 2018, WA-Jan 2018 , WI-Jan 2018, WV-Jan 2018, WY-Jan 2018
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