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Patricia Anne Bowlin

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts
Series 6523 years registeredIPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
53 S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 2681885Firm CRD# 106625

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patricia Anne Bowlin · IPSWICH, MA
Registration
CRD #2681885 · IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. · 23 years registered
Brand Profile
Not yet started
01

Career History

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Apr 2014 – present
BOSTON ADVISORS, LLC
Jun 2006 – Mar 2010
BOSTON, MA
BOSTON ADVISORS, INC.
Feb 2003 – Jun 2006
BOSTON, MA
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · February 6, 2003
Years registered · 23
03

Disclosure History

2014Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
CRD 106625 · SEC 801-26465
AUM
$638M
Regulatory assets under management
Employees
11
528 client accounts
Services offered by IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →
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05

Frequently Asked Questions

What services does Patricia Anne Bowlin offer?
Patricia Anne Bowlin specializes in Investment Management, Wealth Management. Contact their office in IPSWICH, Massachusetts for a consultation.
What are Patricia Anne Bowlin's credentials?
Patricia Anne Bowlin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patricia Anne Bowlin located?
Patricia Anne Bowlin 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 Patricia Anne Bowlin charge for services?
Patricia Anne Bowlin'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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Other Advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Alexander M. Colby
IPSWICH, MA
David Robert Macdougall
IPSWICH, MA
Eric Harrison Jostrom
IPSWICH, MA
James R Mccall
IPSWICH, MA
Janell Phillips
IPSWICH, MA
Karen Ciszewski Cole
IPSWICH, MA

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (1000)WELLESLEY (105)WALTHAM (91)BRAINTREE (58)SPRINGFIELD (41)NEEDHAM (40)NEWTON (37)CAMBRIDGE (29)WOBURN (26)LEXINGTON (25)
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Research
Advisor Fees in MassachusettsNational Fee Analysis
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