Appleton Partners Revenue
Investment Management • 
Boston, Massachusetts, United States • 51-100 Employees
Appleton Partners revenue & valuation
| Annual revenue | $10,800,000 |
| Revenue per employee | $150,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues | $34,600,000 |
| Total funding | No funding |
Key Contacts at Appleton Partners
Thomas Hagstrom
Vice President, Director Of Business Development
Punit Shetty
Chief Technology Officer, Svp & Managing Director Of Operations
Michele Hubley
Evp, Treasurer And Director Of Human Resources
Anson Clough
Managing Director, Fixed Income
James M. O'Neil
Senior Vice President & Managing Director Of Private Client Services
Drew Peterson
Senior Vice President, Macro Strategist And Director Of Corporate Credit
Nathan Harris
Director, Municipal Research
Jason Cook
Senior Vice President, Director Of Equity Research
Michele Hubley
Svp Treasurer Director Hr
Company overview
| Headquarters | 1 Post Office Sq, Boston, MA 02109, US |
| Phone number | +18003380745 |
| Website | |
| NAICS | 5231 |
| SIC | 628 |
| Keywords | Customized Separate Accounts, Municipal Strategies, Taxable Fixed Income Strategies, Comprehensive Private Wealth Management |
| Founded | 1986 |
| Employees | 51-100 |
| Socials |
Appleton Partners Email Formats
Appleton Partners uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@appletonpartners.com), used 73% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@appletonpartners.com | 73% |
{first name}{last name} | johndoe@appletonpartners.com | 13.5% |
{last name}{last name} | doedoe@appletonpartners.com | 5.4% |
{first initial}{first initial} | jj@appletonpartners.com | 2.7% |
{first name} | john@appletonpartners.com | 2.7% |
About Appleton Partners
As a trusted wealth management partner since 1986, Appleton Partners takes equal stock in relationships and investment performance to meet the individual needs of our clients. We pride ourselves on being the antithesis of a “one-size-fits-all” mentality, offering customized financial planning and investment solutions. Throughout our history, we have sought to manage financial advisor and private client relationships in a personalized, accessible and transparent manner. We are 100% employee-owned and operated, an organizational structure that we feel optimally aligns our interests with those of our clients. Our investment approach starts with a belief that portfolio parameters ought to be aligned with client goals. That’s why we believe the best approach to meeting a client’s specific risk tolerance, liquidity, tax and other objectives is through separate account management. ------- Appleton Partners, Inc. (“Appleton”) is a registered investment adviser. Appleton does not attempt to furnish personalized investment advice or services through this website. Past performance is no guarantee of future results. Appleton does not accept endorsements or recommendations on this website. Appleton is not responsible for and does not encourage third parties to post on Appleton’s behalf. At certain places on this website we offer direct access or ‘links’ to other Internet websites. These sites contain information that has been created, published, maintained or otherwise posted by institutions or organizations independent of Appleton. Appleton does not endorse, recommend, approve, certify or control these websites and does not assume responsibility for the accuracy, completeness or timeliness of the information located there.
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Appleton Partners has 24 employees across 7 departments.
Departments
Number of employees
Funding Data
Appleton Partners has never raised funding before.
Appleton Partners Tech Stack
Discover the technologies and tools that power Appleton Partners's digital infrastructure, from frameworks to analytics platforms.
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