AdvisorOS Directory
Claim Profile
Unclaimed Profile
PB

Patricia Anne Bowlin

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, Massachusetts
Clean recordIPSWICH 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

Speak with Patricia

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Patricia is the right fit? Take our 2-minute quiz →

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
View on FINRA BrokerCheck →

Looking for a financial advisor in IPSWICH?

Browse all registered financial advisors in IPSWICH, Massachusetts or claim this profile if it's yours.

Browse IPSWICH AdvisorsAre you this advisor? Claim profile
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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.

Alexander M. Colby
IPSWICH, MA
David Robert Macdougall
IPSWICH, MA
Karen Ciszewski Cole
IPSWICH, MA
Molly Adams Morin
IPSWICH, MA
Albert Cushing Titcomb
IPSWICH, MA
Eric Harrison Jostrom
IPSWICH, MA

More Advisors in IPSWICH, Massachusetts

James R Mccall
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, MA
Janell Phillips
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, MA
Kieran Thomas O'neill
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.·IPSWICH, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile