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Stratfield Investment Management Inc (Weymouth)


Stratfield Investment Management Inc is a large advisory firm based in Weymouth. It manages $50 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, and Massachusetts.

Stratfield Investment Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Stratfield Investment Management: assets under management

The assets under management (AUM) of Stratfield Investment Management Inc is $50 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $50 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.11 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Stratfield Investment Management 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.

Based in Weymouth

The principal office where Stratfield Investment Management Inc performs its advisory services is located at 775 Pleasant Street, Weymouth, MA 02189, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 781-340-1933 or by fax 781-340-1074. The normal business hours are 9 am -5 pm on Monday - Friday.


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