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firm profile

Addisonmanagement, Inc.

RIA Shelburne, VT CRD 324234 Last verified October 2026

Overview

Addisonmanagement, Inc. is an exempt reporting adviser based in Shelburne, VT, registered since 2023.

Registered since
2023
Jurisdictions
1

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Executive officers 3 of 4

  • Lee E Bouyea President CRD 7666323
  • Thomas J Whalen Vice President CRD 7666324
  • Cairn G Cross Treasurer CRD 7666325

1 more executive officer, with direct contact details

Location

Headquarters
29 Harbor Rd Ste 200
Shelburne, VT 05482
County
Chittenden
Metro area
Burlington-South Burlington, VT
Region
Northeast

Registrations

Every state, with registration dates

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