IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
Legal name: IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
CRD #106625 SEC #801-26465 BEVERLY, MA 978-356-6333
SEC Registered
Total AUM
$695.6M
Discretionary
$616.7M
Employees
11
Clients
--
Accounts
539
Firm Details
- Organization Type
- Corporation
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 26, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOWLIN, PATRICIA, ANNE | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| BOYD, KATHLEEN | I | PART-TIME ASSOCIATE | NA | |
| BOYD, KATHLEEN | I | PART-TIME ASSOCIATE | NA | |
| BOYD, KATHLEEN | I | PART-TIME ASSOCIATE | NA | |
| BRAND, SHEILA, CATHERINE | I | PORTFOLIO ASSISTANT | NA | |
| BRAND, SHEILA, CATHERINE | I | VICE PRESIDENT | NA | |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLBY, ALEXANDER, M. | I | PRESIDENT, CEO & MANAGING DIRECTOR | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SR. VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SR. VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SR. VICE PRESIDENT & PORTFOLIO MANAGER | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SR. VICE PRESIDENT | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SENIOR VICE PRESIDENT | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SENIOR VICE PRESIDENT | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SENIOR VICE PRESIDENT | NA | Control |
| COLE, KAREN, CISZEWSKI | I | SENIOR VICE PRESIDENT | NA | Control |
| Dunton, Karen, Lynne | I | ASSISTANT VICE PRESIDENT | NA | |
| JOSTROM, ERIC, HARRISON | I | CO-CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CO-CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CO-CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CO-CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| JOSTROM, ERIC, HARRISON | I | CHAIRMAN & CHIEF INVESTMENT OFFICER | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCCALL, JAMES, R | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MCNAMARA, JANINE, MELANIE | I | OFFICE MANAGER | NA | |
| MCNAMARA, JANINE, MELANIE | I | OFFICE MANAGER | NA | |
| MORIN, MOLLY, ADAMS | I | VICE PRESIDENT | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP ASSISTANT TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP TREASURER | NA | |
| MORIN, MOLLY, ADAMS | I | VP & CFO | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| MacDougall, David, Robert | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| O'NEILL, KIERAN, THOMAS | I | VP OPERATIONS | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT | NA | |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| PHILLIPS, JANELL | I | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | NA | Control |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT | NA | |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT & TREASURER | NA | |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT & TREASURER | NA | |
| SANTEUSANIO, ANNEMARIE | I | VICE PRESIDENT - OPERATIONS | NA | |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENTAND CHIEF COMPLIANCE OFFICER | NA | |
| TITCOMB, ALBERT, CUSHING | I | SENIOR VICE PRESIDENT | NA | |
| MARKOS, WILLIAM, GEORGE | DE | OWNER | E | Control |
| MARKOS, WILLIAM, GEORGE | DE | OWNER | E | Control |
| MARKOS, WILLIAM, GEORGE | DE | OWNER | E | Control |
| MARKOS, WILLIAM, GEORGE | DE | OWNER | E | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| JOSTROM, ERIC, HARRISON | I | TRUSTEE | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENTAND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENTAND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | PRESIDENT, CEO AND CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| TITCOMB, ALBERT, CUSHING | I | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | C | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
| COLBY, ALEXANDER, M. | I | TRUSTEE | A | Control |
Registrations
Federal
IA
Mar 26, 2025 REGISTERED
Notice Filings (11)
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