St. Germain Investment Management

Overview

St. Germain Investment Management is an SEC registered investment adviser based in Springfield, MA, registered since 1976. It reports $3.8B in assets under management across 6,722 accounts, with 42 employees. It has 29 investment adviser representatives.

Reported AUM

$3.8B

Discretionary

100%

Accounts

6,722

Average account

$564K

Employees

42

Advisory reps

29

Registered since

1976

Jurisdictions

42

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Periodicals or Newsletters
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Michael Robert Matty President, Director, Secretary CRD 3258559
• Polly White Cordle Chief Compliance Officer CRD 2875017
• Timothy Wallace Suffish Director CRD 2856029

1 more executive officer, with direct contact details

Advisory reps 3 of 29

• Christine M Andrzejewski Investment Adviser Rep CRD 5795403
• Joshua D Bedell Insurance Agent · Investment Adviser Rep CRD 5836271
• Richard Raymond Bleser Investment Adviser Rep CRD 4912289

26 more advisory reps, with emails, phones and branch locations

Location

Headquarters

1500 Main St Fl 25
Springfield, MA 01103

County

Hampden

Metro area

Springfield, MA

Region

Northeast

Registrations

• SEC registered
• Registered in 42 jurisdictions
• Website: stgermaininvestments.com

Every state, with registration dates

Similar firms near Springfield

• Mml Investors Services, LLCSpringfield, MA$116B AUM
• MML Investment Advisers, LLCSpringfield, MA$24.5B AUM
• Schwerin Boyle Capital Management, IncSpringfield, MA$1.2B AUM
• Heaphy Investments, LLCSpringfield, MA$67.2M AUM
• USA 401KSpringfield, MA$8.1K AUM