Janell
Phillips
Ipswich Investment Management Company, Inc
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About this Advisor
Janell Phillips is a chartered financial analyst operating in Ipswich, Massachusetts with a total of 6 years of industry experience. Phillips is on the advisory team at Ipswich Investment Management Company, Inc. The advisor has gained experience at Ipswich Investment Mgmt and Boston Financial Management Inc. Phillips has Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Ipswich Investment Management Company, Inc is a financial advisory firm that has its headquarters in Ipswich, MA. It handles $570 million in assets across its 521 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. The firm provides services to 10 charities and foundations. Of its 521 customer accounts, 15% are associated with high-net-worth individuals who have greater than $1 million in assets. Ipswich Investment Management Company, Inc provides a set of services, including portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors largely depend on the type of financial services provided. However, fees charged by Ipswich Investment Management Company, Inc most likely consist of some blend 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
Janell Phillips Work History
Janell has been registered as a financial advisor for 6 years.*
Ipswich Investment Mgmt
Boston Financial Management 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 Janell Phillips 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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