IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
DBA: IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $730.2M |
| Discretionary | $646.2M89% of AUM |
| Non-Discretionary | $83.9M |
| Client Accounts | 549 |
| Avg Account Size | $1.3M |
| Employees | 11 |
| Peak AUM | $730.2MMar 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $730M | +5.0% | +8.6% | +6.1% | |
| Discretionary AUM | $646M | ||||
Key Metrics
| Total AUM | $730.2M |
| Discretionary | $646.2M |
| Employees | 11 |
| Client Accounts | 549 |
Contact & Location
Address
138 CONANT STREET, SUITE 201
BEVERLY MA 01915
Phone
978-356-6333
Filing History
52 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$646M
88.5% of AUM
Non-Discretionary
$84M
11.5% of AUM
Disc. mix ▼ 0.1pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Investment Adviser