James
Bosland
Appleton Partners, Inc
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About this Advisor
James Bosland is a chartered financial analyst operating out of Boston, Massachusetts with a total of 5 years of relevant experience. Bosland is an employee of Appleton Partners, Inc. They have spent their entire time as a financial advisor at Appleton Partners, Inc. Bosland holds a Series 63 license, designating them as a securities broker, and can operate in Massachusetts. Appleton Partners, Inc is a registered investment business that has its headquarters in Boston, MA. It has $12 billion in total assets between its 6,827 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 6,827 client accounts, just 8% are held by high-net-worth clients who have more than $1 million in assets available to invest. Appleton Partners, Inc offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, publication of newsletters and educational seminars. Fees for financial advice usually depend on the financial services offered. Fee types charged by Appleton Partners, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Appleton Partners, Inc Brokerage Details
$12,143,424,588
58
6,827
$1,778,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
James Bosland Work History
James has been registered as a financial advisor for 5 years.*
Appleton Partners, 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 James Bosland 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 Appleton Partners, Inc
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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