Kaufman & Company, LLC
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 10924
- Registered since
- July 9, 1982
- Website
- kcollc.com
Firm profile
FINTRXOverview
Kaufman & Company, LLC is organized as a limited liability company and is listed in FINTRX as an SEC-registered adviser with an initial registration date of 1982. Ownership is recorded as an individual owner, and the firm is classified as "Unclassified" in the snapshot data. FINTRX marks the firm as not active on ESG engagement, not a multi-state adviser, not a capital allocator, not a pension consultant, and not a related adviser. FINTRX does not provide descriptive entries for the firm’s client segments, fee schedule, core business or advisory activities, or manager allocation preferences. That absence means public-facing detail about investment focus, target clients, and service model is not available from this dataset.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1Seth Kaufman
Managing DirectorCRD 4667328
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Suffolk
- Address
- 100 Franklin St
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Boston Partners Securities, L.L.C.
Broker-DealerBoston, MA
State Street Global Advisors Funds Distributors, LLC
Broker-DealerBoston, MA
National Financial Services LLC
Broker-DealerBoston, MA
William O'Neil Securities
Broker-DealerBoston, MA
Ss&C Market Services, LLC
Broker-DealerBoston, MA
Monument Group, Inc.
Broker-DealerBoston, MA