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ST. GERMAIN INVESTMENT MANAGEMENT, INC.
ST. GERMAIN INVESTMENT MANAGEMENT, INC.
ST. GERMAIN INVESTMENT MANAGEMENT
SPRINGFIELD, Massachusetts
·
6 registered advisors
·
CRD# 155186
SEC# 801-12471
4
413-733-5111
01
Firm Overview
AUM
$2.7B
Regulatory assets under management
Employees
40
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at ST. GERMAIN INVESTMENT MANAGEMENT, INC.
6 registered advisors
Jason Maxwell Schuck
SPRINGFIELD, Massachusetts
CRD# 2863733
John Francis Fortier
SPRINGFIELD, Massachusetts
CRD# 6934986
Michael Robert Matty
SPRINGFIELD, Massachusetts
CRD# 3258559
Paul Joseph Valickus
SPRINGFIELD, Massachusetts
CRD# 2612546
Polly White Cordle
SPRINGFIELD, Massachusetts
CRD# 2875017
Timothy Wallace Suffish
SPRINGFIELD, Massachusetts
CRD# 2856029
05
Office Locations
SPRINGFIELD, Massachusetts
6 advisors
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Data sourced from SEC Form ADV filings. ST. GERMAIN INVESTMENT MANAGEMENT, INC. (CRD# 155186) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.