Alexander
Colby
Ipswich Investment Management Company, Inc
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About this Advisor
Alexander Colby is a chartered financial analyst working in Ipswich, Massachusetts with a total of 9 years of relevant experience. Colby is an advisor for Ipswich Investment Management Company, Inc. They have been employed by Ipswich Investment Management Company, Inc for all of their career. Colby maintains a Series 65 license, qualifying them as an investment advisor representative, and is approved to operate in Massachusetts. Ipswich Investment Management Company, Inc is a company that has its headquarters in Ipswich, MA. It handles $570 million in total assets between its 521 customer accounts, placing it among the larger financial advisory firms in the United States by assets under management. The firm advises 10 charitable organizations. Of its 521 customer accounts, 15% belong to high-net-worth clients who have greater than $1 million in investable assets. The advisory firm offers a set of services, such as portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Ipswich Investment Management Company, Inc can include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ipswich Investment Management Company, Inc Brokerage Details
$569,985,633
12
521
$1,094,022
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Alexander Colby Work History
Alexander has been registered as a financial advisor for 9 years.*
Ipswich Investment Management Co., Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Colby to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ipswich Investment Management Company, Inc
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
Ipswich, MA
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