P G Boole, LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Sherborn, Massachusetts
CRD number
137920
Registered since
March 28, 2006

Firm profile

FINTRX

Overview

P G Boole, LLC is organized as a limited liability company and is listed as having registered with the SEC in 2006. Ownership is recorded as an individual owner and the firm is classified in FINTRX as "Unclassified." The profile contains minimal public detail about the firm's business model or advisory services; the firm has not provided descriptive information on its activities or affiliations. FINTRX flags several negative indicators rather than specialties: P G Boole, LLC is not designated as a capital allocator, is not identified as an active ESG investor, is not listed as a multistate adviser, and is not marked as a pension consultant, related adviser, or newly formed adviser.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

2 of 2
  • Philip Boole

    Managing DirectorCRD 1416173

  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Sherborn, MA

Middlesex

Location

Sherborn, MA

Headquartered in Sherborn, 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
Middlesex
Address
18 N Main St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth