RIA Intel›Advisers›Massachusetts›ST. GERMAIN INVESTMENT MANAGEMENT, INC.

ST. GERMAIN INVESTMENT MANAGEMENT, INC.

Advisory

N·SPRINGFIELD, MA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM
$3.8B
1-Year AUM Growth
+18.1%
3-Year CAGR
+10.9%
Employees
30
Assets Under Management
Total AUM$3.8B
Discretionary AUM$3.8B
Non-Discretionary AUM$15M
Discretionary %99.6%
Total Clients6,159
Team
Total Employees30
Investment Advisers42
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record64
First FilingSep 23, 2010
Latest FilingMar 27, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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