S
$2.5B Total AUM
$2.5B Disc. AUM
6.5% 3Y CAGR
15 Employees
383 ADV. Clients
37 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Fiduciary Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-1988
- Office Locations
- 1
Office Locations
50 Congress Street, Room 800 Boston MA
About S & Co., Inc.
S & Co., Inc. is a Boston-based RIA. The firm has been operating for 37 years. Managing $2.5B in total assets under management, with 6 advisory representatives. They custody assets with Fiduciary Trust.
Team overview
-- AVG AGE
$409.3M AVG AUM / ADVISOR
$6.4M AVG AUM / CLIENT
11 yrs AVG TENURE
15 Employees
6 Advisory Reps
0 RIA Reps
37yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Investment Themes
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Investment Vehicles
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Services
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Technology
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Owner & Executives
G
GEORGE NATHANIEL JEPPSON
DIRECTOR, President
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
B
BRIAN FARRELL MCCARTHY
DIRECTOR, SENIOR VICE PRESIDENT, TREASURER
- CRD
- --
- Ownership
- 10% but less than 25%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,456,013,267 | $6,412,567 |
| Non-Discretionary | $0 | -- |
| Total | $2,456,013,267 | $6,412,567 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Private Funds:
Available Cash:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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