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Patricia Anne Bowlin

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts
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53 S. MAIN STREET, IPSWICH, MA 01938-2321CRD# 2681885Firm CRD# 106625
01

About

Patricia Anne Bowlin 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.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
AUM
$638M
Regulatory assets under management
Employees
11
Total firm employees
View all advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2681885
Firm CRD# 106625
No disclosures on file
View on FINRA BrokerCheck →

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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 in IPSWICH
Karen Ciszewski Cole — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.Janell Phillips — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.Alexander M. Colby — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.Albert Cushing Titcomb — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.Eric Harrison Jostrom — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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