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| Happy Holidays!! thanks for using AUM13F!! |
| Appleton Partners Inc
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| CRD # | 110049 |
| SEC # | 801-29384 |
| CIK # | 0001055290 |
| AUM | $13.5 B (2025-07-07) |
| Employees | 61 (52% Investors, 0% Brokers) |
| Phone | 617-338-0700 |
| Address | One Post Office Square Boston, MA 02109 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| McDonalds Corp | 0.0 | ||
| American Tower Corp /MA/ | 0.0 | ||
| CME Group Inc | 0.0 | ||
| Goldman Sachs Group Inc | 0.0 | ||
| Hershey Co | 0.0 | ||
| Capital One Financial Corp | 0.0 | ||
| Lilly Eli & Co | 0.0 | ||
| Cintas Corp | 0.0 | ||
| Quest Diagnostics Inc | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 326 | 0.3 |
| (b) Individuals (high net worth individuals) | 459 | 1.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 12 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 5,614 | 11.3 |
| Total | 7,414 | 13.5 |
| By Discretionary | ||
| Discretionary | 7,414 | 13.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7,414 | 13.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 13.4 | |
| Total | 7,414 | 13.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001055290] |
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|---|---|---|
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Osaic Advisory Services LLC
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GA | 12.5 |