CRD: 106625
Ipswich Investment Management Company, INC
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-21-1986
- Office Locations
- 1
Office Locations
About Ipswich Investment Management Company, INC
Ipswich Investment Management (IIM) is a privately owned, independent RIA founded in 1986 in Beverly, MA, providing personalized investment management and planning support for individuals, family trusts, foundations/endowments, and retirement plans. The firm builds tailored portfolios of individual stocks and bonds with a global, long-term, focused approach and serves clients nationwide and internationally, with custody relationships including Schwab and Fidelity/NFS.
Reported data analysis
What the numbers show
Between March 26, 2025 and March 16, 2026, reported AUM increased 5.0%, from $695.6M to $730.2M.
Across 5 reported observations, AUM increased 9.8% between May 23, 2022 and March 16, 2026, from $664.7M to $730.2M.
Of the latest reported AUM, 88.5% is discretionary and 11.5% is non-discretionary.
The firm reports 6 advisory representatives and 268 clients, or 44.7 clients per representative. That equates to $2.7M in reported AUM per client.
The profile lists 1 reported office location and 40 years in operation. The source data was last updated on March 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ALBERT CUSHING TITCOMB
Chief Operating Officer, EXECUTIVE VICE PRESIDENT
- CRD
- --
- Ownership
- 25% but less than 50%
PATRICIA ANNE BOWLIN
Advisor, MANAGING DIRECTOR, SENIOR VICE PRESIDENT
- CRD
- #2681885
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $646,241,231 | $1,196,743 |
| Non-Discretionary | $83,917,344 | $9,324,149 |
| Total | $730,158,575 | $1,329,979 |
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Separately Managed Accounts
SMA allocation detail is available
Ipswich Investment Management Company, INC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Ipswich Investment Management Company, INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.