APPLETON PARTNERS, INC.
SEC Form ADV profile.
Total regulatory AUM
$12,552,053,767
Discretionary
$12,552,053,767
Non-discretionary
$0
Firm details
- CRD number
- 110049
- SEC file number
- 801-29384
- Main office
- BOSTON, MA, United States
- Employees
- 59
- SEC status
- Approved
- Website
- HTTP://WWW.APPLETONPARTNERS.COM
- Fee structure
-
Percentage of AUM
As of October 2026.