S & Co., Inc. is a large advisory firm based in Boston. It manages $1.46 billion of regulatory assets for 274 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alaska, Connecticut, Maine, Massachusetts, and New York.
S & Co. provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment advice to individual trustees of revocable and irrevocable trusts.. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of S & Co., Inc. is $1.46 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay S & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pooled investment vehicles. The largest group of clients of George Lewis is high net worth individuals with 184 clients and $853.27 million of assets under management. Among the 8 most similar advisory firms, S & Co. has the 3rd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.46 billion for 274 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
S & Co. also advises several private funds. Namely, five other private funds.
The company employs 14 people that are either part- or full-time employees. 43 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
George Lewis has been acting as President since 1 Apr 1988. Jeffrey L Thompson joined the executive team most recently as the Vice President.
The principal office where S & Co., Inc. performs its advisory services is located at 50 Congress Street, Room 800, Boston, MA 02109, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-227-8660 or by fax 617-227-4470. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.