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SAWYER & CO INC
CRD 112849 · SEC 801-28526
50 CONGRESS STREET, BOSTON, MA, 02109, United States
Phone
617-227-7033
Fax
617-227-4754
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$320.1M
Discretionary AUM
$319.1M
Team
4 total employees; 3 advisory reps; 26 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-01
Disciplinary history
Yes
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 97 | $20.7M |
| High net worth individuals | 129 | $266.1M |
States served
MA, NY, NH
All web addresses on file
Official SEC filing: View on IAPD