Sawyer & Co Inc
Firm details
- Headquarters
- Boston, Massachusetts
- CRD number
- 112849
- Registered since
- December 12, 1986
- Website
- www.sawyer-company.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI83.12%
- Pension & Profit Sharing Plans8.57%
- Individuals6.46%
- Corporations / Businesses1.85%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Sawyer & Co Inc is an independent, privately owned registered investment adviser that has been SEC-registered since 1986. The firm manages client portfolios on a fee basis (percentage of AUM) and focuses its advisory practice on portfolio management for individuals and small businesses as well as for institutional/business clients. The data indicate a client base made up largely of individual and family relationships. The firm does not identify as an active ESG investor and is not described as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities87%
- US Government Bonds7%
- Cash & Cash Equivalents5%
- Public Funds/Mutual Funds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 27Active vs passive
$7.7M in ETFs
98%
$7.5M
2%
$138K
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $5.2M | 7,482 | 68.31% |
Location
Boston, MA
Suffolk
Location
Boston, MA
Headquartered in Boston, 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
- Suffolk
- Address
- 50 Federal St
- Time zone
- ET (UTC-5)
- Office locations
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