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 recorded as an SEC-registered adviser since 2006. Ownership is listed as an individual; the firm is classified in the dataset as "Unclassified." The FINTRX profile does not provide descriptions of client segments, fee schedules, core advisory activities, or specific business lines. Data fields in the snapshot identify several negative flags that narrow its apparent operating footprint: it is not marked as a capital allocator, not active on ESG strategies, not designated a multi-state adviser, not a pension consultant, and not reported as a related adviser. Several standard disclosure fields are blank in FINTRX, which limits visibility into how (or whether) the firm sources managers, constructs portfolios, or serves clients.

Assets & Accounts

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

2 of 2
  • Philip Boole

    Managing DirectorCRD 1416173

  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth