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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-1993
- Office Locations
- 1
Office Locations
About Driscoll Financial
Driscoll Financial is a fee-based Massachusetts RIA providing holistic financial planning and portfolio management for individuals and families, including retirement projections, tax-efficient strategies, cash-flow/budgeting, college and estate planning. Advisor Bill Driscoll (CFP®, CLU®, MBA) has served clients since 1989 and offers insurance solutions through an affiliated agency. Meetings available in Plymouth and Boston; custody at Schwab.
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Owner & Executives
WILLIAM ROBINSON DRISCOLL
Chief Compliance Officer, President
- CRD
- #2894833
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,500,000 | -- |
| Non-Discretionary | $2,000,000 | -- |
| Total | $6,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $218,199,370 | 13.1% |
| U.S. Government/Agency | $124,923,303 | 7.5% |
| Equity - Exchange | $449,723,892 | 27.0% |
| Cash | $231,524,522 | 13.9% |
| Corporate - Investment Grade | $288,156,420 | 17.3% |
| Municipal Bonds | $353,116,538 | 21.2% |
| Total | $1,665,644,045 | 100.0% |