KAUFMAN & COMPANY, LLC

Broker-DealerFINRA MemberEst. 1982
Total AUM
Advisory reps
1
Avg account
$0

Firm details

Headquarters
BOSTON, Massachusetts
CRD number
10924
Registered since
July 9, 1982
Website
kcollc.com

Firm profile

FINTRX

Overview

Kaufman & Company, LLC is organized as a limited liability company and has been registered with the SEC since 1982. The firm is held by an individual owner and is categorized in the dataset as "unclassified" for its regulatory classification. The record indicates the firm does not position itself as a multi-state adviser, a pension consultant, or a related adviser to another registered entity. No details about the firm's day-to-day advisory services, target client segments, fee schedules, or business activities were provided in the available record.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • SETH KAUFMAN

    Managing DirectorCRD 4667328

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth