Sawyer & Co Inc

RIASEC Registered

Total AUM

$320M

Discretionary

$319M

100% of AUM

Avg account

$1.4M

Accounts

232

Employees

4

Advisory reps

3

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

FINTRX

Overview

Sawyer & Co Inc is an independent, privately owned registered investment adviser that has been SEC registered since 1986. The firm primarily manages portfolios for individual and family clients, charging fees as a percentage of assets under management. Its advisory work spans portfolio management for individuals and small businesses as well as for business or institutional clients. The firm’s stated investment preference is equities, and it does not identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities87%
US Government Bonds7%
Cash & Cash Equivalents5%
Public Funds/Mutual Funds1%

Contacts

3 of 3

William Sawyer
President and FounderCRD 411758
Benjamin Webber
Executive Vice PresidentCRD 4989677
Mark Cacciola
Vice PresidentCRD 5980849

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 28

Active vs passive

$7.4M in ETFs

Passive

98%

$7.3M

Active

2%

$141K

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD 500 INDEX FUND (VOO)	Vanguard	Passive	Large Blend	$5.1M	7,492	69.24%

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Primary office

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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