Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
42904257
SEC advisor number
801-26465
FINRA CRD number
106625
AUM ?
$638.26 mm
(as of 27 Mar 24)
Accounts
528
(as of 27 Mar 24)
Employees
11
(6 investment advisory or research)
Address
Ipswich Investment Management
53 SOUTH MAIN STREET
IPSWICH
MA 01938
53 SOUTH MAIN STREET
IPSWICH
MA 01938
Phone
978-356-6333
Brochures
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
19 Apr 24
13F-HR
Quarterly holdings report by institutional manager
31 Jan 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
27 Jul 23
13F-HR
Quarterly holdings report by institutional manager
24 Apr 23
13F-HR
Quarterly holdings report by institutional manager
1 Feb 23
13F-HR
Quarterly holdings report by institutional manager
11 Oct 22
13F-HR
Quarterly holdings report by institutional manager
26 Jul 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
25 Apr 22
13F-HR
Quarterly holdings report by institutional manager
12 Apr 22