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Stoddard Management Company (Rockland)


Stoddard Management Company is a large advisory firm based in Rockland. It manages $28.65 million of regulatory assets for 259 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of Massachusetts.




Stoddard Management Company provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Stoddard Management Company: assets under management

The assets under management (AUM) of Stoddard Management Company is $28.65 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $28.56 million in discretionary accounts and $89.88 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $111.15 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $44.94 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stoddard Management Company 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 Rockland

The principal office where Stoddard Management Company performs its advisory services is located at 800 Hingham Street, Rockland, MA 02370, 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 781-982-9932 or by fax NA. The normal business hours are 9am-5pm on Monday - Friday.


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