AP
APPLETON PARTNERS, INC.
SEC RegisteredBOSTON, MAhttps://appletonpartners.com617-338-0700
Assets Under Management
$5B–$25B
Employees
59
Office Locations
1 office
Total Accounts
7106
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthPension/Profit SharingState/MunicipalInsurance Companies
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 339 | $358M |
| High Net Worth Individuals | 443 | $1.8B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 11 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
James Ira Ladge
SENIOR VICE PRESIDENT, COO
Michele Dawn Hubley
SVP
Douglas Campbell Chamberlain
PRESIDENT, CEO, DIRECTOR
James Ira Ladge
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
Douglas Campbell Chamberlain
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
Michele Dawn Hubley
TRUSTEE, APPLETON PARTNERS BUSINESS TRUST
Michael Thomas Howard
VP, CHIEF COMPLIANCE OFFICER
Office locations
1 office in 1 state
MA
BOSTONHQ
Advisors at this firm
5 advisors in the directory
Daniel Thomas Anthony Buckley
Investment Adviser Representative
Anson Crawford Clough
Investment Adviser Representative
Kelly C McKernan
Investment Adviser Representative
Stephen Anthony Michienzi
Investment Adviser Representative
Andrew Peterson
Investment Adviser Representative
Regulatory & compliance
CRD number
#110049
SEC Number
801-29384
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
appletonpartners.comPhone
617-338-0700Find an advisor that fits
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. APPLETON PARTNERS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.