APPLETON PARTNERS, INC.
BOSTON, MA · CRD 110049 · IAPD ↗ · appletonpartners.com · 617-338-0700
$12.55BRegulatory AUM
31Advisory reps
59Employees
0Clients
101-250Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status
Filing changes
63
April 2025 — APPLETON PARTNERS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.