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 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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2Philip Boole
Managing DirectorCRD 1416173

Carl Serra
FinOpCRD 3179039
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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