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IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

BEVERLY, MA · CRD 106625 · IAPD ↗ · ipswichinvestment.com · 978-356-6333

$730.2MRegulatory AUM
6Advisory reps
11Employees
0Clients
n/aPlanning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2025 — IPSWICH INVESTMENT MANAGEMENT COMPANY, INC moved its main office from IPSWICH, MA to BEVERLY, MA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.