Unclaimed Profile

James R Mccall

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts

Clean recordIPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

53 S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 2557718Firm CRD# 106625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James R Mccall · IPSWICH, MA

Registration

CRD #2557718 · IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

James R Mccall is a registered financial advisor based in IPSWICH, Massachusetts, affiliated with IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

AUM

$638M

Regulatory assets under management

Employees

Total firm employees

View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →

Services

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2557718

Firm CRD# 106625

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James R Mccall offer?

James R Mccall specializes in Investment Management, Wealth Management. Contact their office in IPSWICH, Massachusetts for a consultation.

What are James R Mccall's credentials?

James R Mccall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James R Mccall located?

James R Mccall is based in IPSWICH, Massachusetts, working with IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.. Their office serves clients in the IPSWICH metropolitan area and surrounding communities.

How does James R Mccall charge for services?

James R Mccall's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.?

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. has approximately 11 employees and manages $638M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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