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Ganson & Company Fiduciary Services (Boston)


Ganson & Company Fiduciary Services is a large advisory firm based in Boston. It manages $63.04 million of regulatory assets for 53 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of Massachusetts.

Ganson & Company Fiduciary Services provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ganson & Company Fiduciary Services: assets under management

The assets under management (AUM) of Ganson & Company Fiduciary Services is $63.04 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $63.04 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.19 million each.
Ganson & Company Fiduciary Services has custody of $63.04 million in cash and securities for 53 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Ganson & Company Fiduciary Services for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where Ganson & Company Fiduciary Services performs its advisory services is located at 160 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-951-9347 or by fax 617-443-1240. The normal business hours are 8:30 a.m. to 5:30 p.m. on Monday - Friday.


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