| Name | Title | Ownership | Since |
|---|---|---|---|
| Appleton Partners Business Trust | Business Trust | Over 75% | 2001 |
| Douglas Campbell Chamberlain Control | President, Ceo, Director | Under 5% | 1998 |
| Michael Thomas Howard Control | Vp, Chief Compliance Officer | Under 5% | 2020 |
Appleton Partners, Inc. reports $13.5 billion in regulatory assets under management on its Form ADV.
Appleton Partners, Inc. reports 61 employees.
Appleton Partners, Inc. is based in Boston, MA and has been SEC-registered since 1987.
Appleton Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | One Post Office Square, 5th Floor, Boston, MA 02109 |
| Phone | 617-338-0700 |
| Fax | 617-338-2379 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1055290 |
| Discloses disciplinary history | No |
| Discretionary | $13.45B |
| Non-discretionary | $0 |
| Total (RAUM) | $13.45B |