P G Boole, LLC

Broker-DealerFINRA Member
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 identified as an individually owned advisory entity. Available records classify the firm as "unclassified" and provide limited operational detail. The firm is not listed as a capital allocator, does not identify as an active ESG investor, and is not described as a pension consultant, related adviser, multi-state adviser, or newly formed adviser. No descriptions of client segments, fee structures, or advisory activities were supplied.

Assets & Accounts

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

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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