Ipswich Investment Management Company, INC

Flat / fixed fees in Beverly, MA

SEC registeredNo commissions reported

Call (978) 356-6333 Send a message Map ↗

Public-record details

Address: 138 Conant Street, Suite 201, Beverly, MA 01915
Phone: (978) 356-6333
Listed under: Flat / fixed fees, % of assets managed
Legal name: Ipswich Investment Management Company, INC.
CRD number: 106625
Registration: SEC registered since 1986-02-21
Compensation (Form ADV 5.E): Percentage of assets under management; Fixed fees
Commissions: None reported (Form ADV Item 5.E)
Services (Form ADV 5.G): Portfolio management for individuals/small businesses
Regulatory assets under management: $730.2 million
Accounts managed: 549
Clients reported (Form ADV 5.D): 268
Individual / high-net-worth clients: 210 / 42
Employees: 11
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-03-16

SEC registered investment adviser, CRD 106625, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

SEC IAPD summary for CRD 106625 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Beverly

Bluedoor Private Wealth, LLC50 Dunham Ridge, Suite 1250 · Beverly, MA 01915 · (781) 810-4604 · Financial planningCRD 301907 · % of assets, Hourly charges, Fixed fees · $337.3 million AUMSEC registeredNo commissions reported Cabot Wealth Management48 Dunham Ridge Rd, Suite 2000 · Beverly, MA 01915 · (978) 745-9233 · Financial planningCRD 107327 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reported Easterly Investment Partners LLC138 Conant Street, Suite 100 · Beverly, MA 01915 · (617) 231-4300 · Flat / fixed feesCRD 299607 · % of assets, Fixed fees, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reported Family Fiduciary Services, INC.900 Cummings Center, Suite 212-U · Beverly, MA 01915 · (978) 922-0050 · Financial planningCRD 146339 · % of assets, Fixed fees · $254.2 million AUMSEC registeredNo commissions reported Park State Asset Management LLC50 Dunham Ridge, Suite 3100 · Beverly, MA 01915 · (978) 529-2395 · Financial planningCRD 336573 · % of assets, Fixed fees, Performance-based fees · $192.4 million AUMSEC registeredNo commissions reported Twin Lights Capital Management LLC100 Cummings Center Drive, Suite 322d · Beverly, MA 01915 · (617) 331-1078 · % of assets managedCRD 330830 · % of assets, Other · $54.9 million AUMState registeredNo commissions reported US Advisory Group152 Conant St., Suite 201 · Beverly, MA 01915 · (781) 246-0222 · Financial planningCRD 109291 · % of assets, Fixed fees · $65.8 million AUMState registeredNo commissions reported

All 8 in Beverly →