RIA Intel›Advisers›Massachusetts›GILLETTE PHILIP EDWARD

GILLETTE PHILIP EDWARD

Advisory

Data as of Jun 16, 2026 · Source: SEC Form ADV

Rank in MA

#1,358

of 1,590 advisers by AUM

Average account

$456K

across 40 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 16, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$6M

Non-Discretionary AUM$12M

Discretionary %32.8%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

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GILBERT INVESTMENT MANAGEMENT INC

BOSTON, MA

$18M

JOHN L. BOYLE DBA LENNOX FINANCIAL

SWAMPSCOTT, MA

$19M

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