SAWYER & CO INC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $320.1M |
| Discretionary | $319.1M100% of AUM |
| Non-Discretionary | $987K |
| Client Accounts | 232 |
| Avg Account Size | $1.4M |
| Employees | 4 |
| Peak AUM | $320.1MApr 2026 |
| AUM CAGR |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $320M | +2.2% | +8.4% | +7.8% | |
| Discretionary AUM | $319M | ||||
Key Metrics
| Total AUM | $320.1M |
| Discretionary | $319.1M |
| Employees | 4 |
| Client Accounts | 232 |
Contact & Location
Address
50 CONGRESS STREET
BOSTON MA 02109
Phone
617-227-7033
Filing History
38 ADV Part 1 submissions
Fee Structure
% of AUM
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
$319M
99.7% of AUM
Non-Discretionary
$987,378
0.3% of AUM
Disc. mix ▲ 0.0pp 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
Pension Plans
Corporations
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Broker-Dealer Custody
Structure
No related registrations reported