Pulsifer Nathaniel (Ipswich)

Name: Pulsifer Nathaniel
Address: 29 N Main St, Ipswich, MA, 01938 0170
Telephone: 978-356-3530

Pulsifer Nathaniel is an adviser based in Ipswich. It manages $10.68 million of regulatory assets for 21 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Massachusetts and New Jersey.

Pulsifer Nathaniel 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.

Pulsifer Nathaniel: assets under management

The assets under management (AUM) of Pulsifer Nathaniel is $10.68 million. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $2.88 million in discretionary accounts and $7.8 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.29 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.56 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Pulsifer Nathaniel for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Pulsifer Nathaniel

Pulsifer Nathaniel is owned by Nathaniel Pulsifer. Charles Steele Cheston joined the executive team most recently as the Portfolio Manager.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Nathaniel Pulsifer	Owner	1 Apr 1971	75% - 100%	4379895
Valerie Gates	Account representative	1 Jan 1980	Other	4379920
Marie Lillian Mancinelli	Account representative	1 Jan 1988	Other	4379927
Gerard Bostwick Townsend	Portfolio manager	1 Jan 1992	Other	4379906
Edward John Michon	Portfolio manager	1 Oct 1995	Other	4379913
Charles Steele Cheston	Portfolio manager	1 Feb 1998	Other	4379943

Based in Ipswich

The principal office where Pulsifer Nathaniel performs its advisory services is located at 29 N Main St, Ipswich, MA 01938 0170 The mailing address of the firm is P.O. Box 170, Ipswich, MA 01938 0170. An additional office of the firm is in No Other Offices, MA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 978-356-3530 or by fax 978-356-4520. The normal business hours are 9:00am to 5:00pm on Monday - Friday. You can find more information about the New York firm at nat@npulsifer.com.