Alexander
Colby

Ipswich Investment Management Company, Inc

CRD#2559042
Investment Advisor
in Ipswich, MA

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About this Advisor

Alexander Colby is a financial advisor based in Ipswich, Massachusetts, working with Ipswich Investment Management Company, Inc. Alexander has previously held a position at Ipswich Investment Management Co., Inc. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Alexander is part of Ipswich Investment Management Company, Inc, which operates out of Ipswich, Massachusetts. The firm has 11 employees and manages assets totaling $638.3 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, as well as portfolio management for institutional clients. The fee structure at Ipswich Investment Management Company, Inc includes asset-based and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

53 S. Main Street
Ipswich, MA 01938-2321

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Ipswich Investment Management Company, Inc Brokerage Details

Total Assets Under Management

$638,262,727

MA Average: $16,012,751,954
Total Number of Employees

11

MA Average: 118
Total Number of Accounts

528

MA Average: 4,567
Average Account Size

$1,208,831

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Alexander Colby Work History

2006 - Present (18 years)

Ipswich Investment Management Co., Inc

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

David Macdougall
Ipswich, MA
James Mccall
Ipswich, MA
Patricia Bowlin
Ipswich, MA
Eric Jostrom
Ipswich, MA
Janell Phillips
Ipswich, MA
Alexander Colby
Ipswich, MA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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