Tully & Holland, Incorporated

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Boston, Massachusetts
CRD number
30029
Registered since
April 2, 1992

Firm profile

FINTRX

Overview

Tully & Holland, Incorporated is recorded as a corporate entity with an individual owner and is listed in the source data as "Unclassified" with respect to firm type. The public record supplied contains minimal operational detail: no fee structure, advisory activities, client base, or business activities were reported. The dataset also flags the firm as not an active ESG investor and not a capital allocator. The absence of disclosed investment mandates, target client segments, or stated strategies makes it difficult to characterize the firm's positioning beyond its basic corporate form and ownership. The firm does not appear in the provided material as a pension consultant or as a related adviser to another registered entity.

Assets & Accounts

Investments & Alternatives

Location & Offices

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

3 of 4
  • Timothy Tully

    Timothy Tully

    PresidentCRD 2779617

  • Griffin Keady

    Griffin Keady

    Managing DirectorCRD 6512238

  • Gilman Conant

    Gilman Conant

    ConsultantCRD 6083867

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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
501 Boylston St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth