Pinney & Scofield, Inc.
Firm details
- Headquarters
- Cambridge, Massachusetts
- CRD number
- 105365
- Registered since
- March 28, 1985
- Website
- www.pinneyandscofield.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI95.81%
- Individuals4.19%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Pinney & Scofield, Inc. is an independent registered investment adviser that has been SEC-registered since 1985 and is owned by individuals. The firm focuses on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. Its fee model blends percentage-of-assets and hourly charges. Pinney & Scofield identifies as an active ESG investor and does not position itself as a capital allocator or pension consultant. The firm was listed among "Top RIA Firms to Watch" by investor.com in 2020.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds94%
- Exchange Traded Equities4%
- State & Local Bonds1%
- Investment Grade Corp Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 3
Mary Evans
Investment Advisor RepresentativeCRD 5779647
Richard Seeley
PartnerCRD 4643930
John Goddard
PartnerCRD 2649353
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 107Active vs passive
$174M in ETFs
11%
$19.5M
89%
$154M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF (DFIP) | Dimensional | Active | Inflation Protected Bond | $25.4M | 615,557 | 14.60% |
Location
Cambridge, MA
Middlesex
Location
Cambridge, MA
Headquartered in Cambridge, 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
- 22 Hilliard St
- Time zone
- ET (UTC-5)
- Office locations
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