P G Boole, LLC
Firm details
- Headquarters
- Sherborn, Massachusetts
- CRD number
- 137920
- Registered since
- March 28, 2006
Firm profile
FINTRXOverview
P G Boole, LLC is organized as a limited liability company with individual ownership. FINTRX classifies the firm as unclassified; it is not designated as a capital allocator, nor is it identified as an active ESG investor. The dataset also flags the firm as not operating across multiple states, not newly formed, and not functioning as a pension consultant or related adviser. The firm has not supplied descriptive details about its client base, fee schedules, core business activities, or advisory services. FINTRX likewise lists no activities or affiliations for the firm.
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
2 of 2
Carl Serra
DirectorCRD 3179039
Philip Boole
Managing DirectorCRD 1416173
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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