PINNEY & SCOFIELD, INC.
CRD #105365 SEC #801-23657 CAMBRIDGE, MA 617-492-6223
SEC Registered
Total AUM
$749M
Discretionary
$749M
Employees
4
Clients
251
Accounts
1,268
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $749M | $749M | $0 | 4 | 5 |
| Mar 2025 | $749M | $749M | $0 | 4 | 5 |
| Mar 2025 | $749M | $749M | $0 | 4 | 5 |
| Mar 2024 | $666.2M | $666.2M | $0 | 4 | 7 |
| Mar 2024 | $666.2M | $666.2M | $0 | 4 | 7 |
| Nov 2023 | $576.3M | $576.3M | $0 | 4 | 5 |
| Mar 2023 | $576.3M | $576.3M | $0 | 4 | 5 |
| Mar 2023 | $576.3M | $576.3M | $0 | 4 | 5 |
| Dec 2022 | $664.8M | $664.8M | $0 | 4 | 3 |
| Nov 2022 | $664.8M | $664.8M | $0 | 4 | 3 |
| Apr 2022 | $664.8M | $664.8M | $0 | 4 | 3 |
| Mar 2022 | $664.8M | $664.8M | $0 | 4 | 3 |
| Oct 2021 | $577.3M | $577.3M | $0 | 4 | 3 |
| Mar 2021 | $577.3M | $577.3M | $0 | 4 | 3 |
| Mar 2021 | $577.3M | $577.3M | $0 | 4 | 3 |
| Nov 2020 | $548M | $548M | $0 | 4 | 2 |
| Jun 2020 | $548M | $548M | $0 | 4 | 2 |
| Mar 2020 | $548M | $548M | $0 | 4 | 2 |
| Mar 2019 | $502.1M | $502.1M | $0 | 4 | 5 |
| Jun 2018 | $555.7M | $555.7M | $0 | 4 | 5 |
| Mar 2018 | $555.7M | $555.7M | $0 | 4 | 5 |
| May 2017 | $480.3M | $480.3M | $0 | 3 | 300 |
| Mar 2017 | $480.3M | $480.3M | $0 | 3 | 300 |
| Nov 2016 | $434.8M | $434.8M | $0 | 3 | 300 |
| Sep 2016 | $434.8M | $434.8M | $0 | 3 | 300 |
| Aug 2016 | $434.8M | $434.8M | $0 | 3 | 300 |
| Apr 2016 | $434.8M | $434.8M | $0 | 3 | 300 |
| Mar 2016 | $434.8M | $434.8M | $0 | 3 | 300 |
| Jan 2016 | $443.1M | $443.1M | $0 | 3 | 300 |
| Nov 2015 | $443.1M | $443.1M | $0 | 3 | 300 |
| Jul 2015 | $443.1M | $443.1M | $0 | 3 | 300 |
| Mar 2015 | $443.1M | $443.1M | $0 | 3 | 300 |
| Nov 2014 | $413.9M | $413.9M | $0 | 3 | 300 |
| Mar 2014 | $413.9M | $413.9M | $0 | 3 | 300 |
| Jan 2014 | $344.4M | $344.4M | $0 | 4 | 300 |
| Mar 2013 | $344.4M | $344.4M | $0 | 4 | 300 |
| Mar 2012 | $284.8M | $284.8M | $0 | 1 | 200 |
| Nov 2011 | $286.8M | $286.8M | $0 | 5 | -- |
| Mar 2011 | $278.6M | $278.6M | $0 | 5 | -- |
| Dec 2010 | $246.4M | $246.4M | $0 | 5 | -- |
| Jul 2010 | $246.4M | $246.4M | $0 | 5 | -- |
| Mar 2008 | $271.7M | $271.2M | $503.1K | 5 | -- |
| Mar 2007 | $252.7M | $252.2M | $482.4K | 5 | -- |
| Mar 2007 | $252.7M | $252.2M | $482.4K | 5 | -- |
| Mar 2006 | $208.9M | $208.5M | $391.9K | 5 | -- |
DateNov 2025
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees4
Clients5
DateMar 2025
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees4
Clients5
DateMar 2025
Total AUM$749M
Discretionary$749M
Non-Disc.$0
Employees4
Clients5
DateMar 2024
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees4
Clients7
DateMar 2024
Total AUM$666.2M
Discretionary$666.2M
Non-Disc.$0
Employees4
Clients7
DateNov 2023
Total AUM$576.3M
Discretionary$576.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2023
Total AUM$576.3M
Discretionary$576.3M
Non-Disc.$0
Employees4
Clients5
DateMar 2023
Total AUM$576.3M
Discretionary$576.3M
Non-Disc.$0
Employees4
Clients5
DateDec 2022
Total AUM$664.8M
Discretionary$664.8M
Non-Disc.$0
Employees4
Clients3
DateNov 2022
Total AUM$664.8M
Discretionary$664.8M
Non-Disc.$0
Employees4
Clients3
DateApr 2022
Total AUM$664.8M
Discretionary$664.8M
Non-Disc.$0
Employees4
Clients3
DateMar 2022
Total AUM$664.8M
Discretionary$664.8M
Non-Disc.$0
Employees4
Clients3
DateOct 2021
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees4
Clients3
DateMar 2021
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees4
Clients3
DateMar 2021
Total AUM$577.3M
Discretionary$577.3M
Non-Disc.$0
Employees4
Clients3
DateNov 2020
Total AUM$548M
Discretionary$548M
Non-Disc.$0
Employees4
Clients2
DateJun 2020
Total AUM$548M
Discretionary$548M
Non-Disc.$0
Employees4
Clients2
DateMar 2020
Total AUM$548M
Discretionary$548M
Non-Disc.$0
Employees4
Clients2
DateMar 2019
Total AUM$502.1M
Discretionary$502.1M
Non-Disc.$0
Employees4
Clients5
DateJun 2018
Total AUM$555.7M
Discretionary$555.7M
Non-Disc.$0
Employees4
Clients5
DateMar 2018
Total AUM$555.7M
Discretionary$555.7M
Non-Disc.$0
Employees4
Clients5
DateMay 2017
Total AUM$480.3M
Discretionary$480.3M
Non-Disc.$0
Employees3
Clients300
DateMar 2017
Total AUM$480.3M
Discretionary$480.3M
Non-Disc.$0
Employees3
Clients300
DateNov 2016
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees3
Clients300
DateSep 2016
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees3
Clients300
DateAug 2016
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees3
Clients300
DateApr 2016
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees3
Clients300
DateMar 2016
Total AUM$434.8M
Discretionary$434.8M
Non-Disc.$0
Employees3
Clients300
DateJan 2016
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees3
Clients300
DateNov 2015
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees3
Clients300
DateJul 2015
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees3
Clients300
DateMar 2015
Total AUM$443.1M
Discretionary$443.1M
Non-Disc.$0
Employees3
Clients300
DateNov 2014
Total AUM$413.9M
Discretionary$413.9M
Non-Disc.$0
Employees3
Clients300
DateMar 2014
Total AUM$413.9M
Discretionary$413.9M
Non-Disc.$0
Employees3
Clients300
DateJan 2014
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2013
Total AUM$344.4M
Discretionary$344.4M
Non-Disc.$0
Employees4
Clients300
DateMar 2012
Total AUM$284.8M
Discretionary$284.8M
Non-Disc.$0
Employees1
Clients200
DateNov 2011
Total AUM$286.8M
Discretionary$286.8M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$278.6M
Discretionary$278.6M
Non-Disc.$0
Employees5
Clients--
DateDec 2010
Total AUM$246.4M
Discretionary$246.4M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$246.4M
Discretionary$246.4M
Non-Disc.$0
Employees5
Clients--
DateMar 2008
Total AUM$271.7M
Discretionary$271.2M
Non-Disc.$503.1K
Employees5
Clients--
DateMar 2007
Total AUM$252.7M
Discretionary$252.2M
Non-Disc.$482.4K
Employees5
Clients--
DateMar 2007
Total AUM$252.7M
Discretionary$252.2M
Non-Disc.$482.4K
Employees5
Clients--
DateMar 2006
Total AUM$208.9M
Discretionary$208.5M
Non-Disc.$391.9K
Employees5
Clients--