David
Macdougall
Ipswich Investment Management Company, Inc
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About this Advisor
David Macdougall is a financial advisor based in Ipswich, Massachusetts, working with Ipswich Investment Management Company, Inc. David has previously held positions at Emerson Investment Management LLC, Boston College Carrol Graduate School Of Management, and Boston Financial Management LLC. David is registered to provide services in Massachusetts. Currently, David 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
Services Offered
Fee Structure
Office Location
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Ipswich Investment Management Company, Inc Brokerage Details
$638,262,727
11
528
$1,208,831
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
David Macdougall Work History
Boston Financial Management LLC
Emerson Investment Management LLC
Boston College Carrol Graduate School Of Management
Disclosures
Please visit the SEC profile of David Macdougall 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
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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