IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
SEC RegisteredFocused, unbiased investment advice
About the firm
Founded in 1986, IIM is a privately owned, independent, registered investment advisory firm located in Beverly, Massachusetts. They provide personalized investment management services for a diverse group of clients including individuals, family trusts, foundations, endowments, profit sharing and pension plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized investment management services including goal-setting, planning, managing, and monitoring; construction of portfolios of individual stocks and bonds designed to meet each client's unique needs; sound and unbiased financial advice.
Who they serve
Individuals, family trusts, foundations, endowments, profit sharing and pension plans; clients across the country and around the world.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 210 | $298M |
| High Net Worth Individuals | 42 | $330M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 10 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| All managed assets | 1.00% |
| Accounts over $2,000,000 | 1.00% |
Data as of March 16, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. IPSWICH INVESTMENT MANAGEMENT COMPANY, 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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