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ST. GERMAIN INVESTMENT MANAGEMENT

SPRINGFIELD, MA · CRD 155186 · IAPD ↗ · 413-733-5111

$3.79BRegulatory AUM
30Advisory reps
42Employees
0Clients
1-10Planning clients
0Private funds
42States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2025 — ST. GERMAIN INVESTMENT MANAGEMENT added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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