PROFICIO CAPITAL PARTNERS LLC
Tel: 617-340-8425 300 Washington Street Ste 951 One Gateway Center Newton, Massachusetts 02458-1655
About PROFICIO CAPITAL PARTNERS LLC
PROFICIO CAPITAL PARTNERS LLC is a Newton, Massachusetts based financial advisory firm with nearly $2,974,544,510 in assets under management and provides investment advisory services for 1194 clients. There are currently 18 financial advisors at the firm.
General Information
Firm CRD#:
269931
Firm SEC#:
801-106483
Assets Under Management:
$2,974,544,510
No. of Clients:
1194
Advisory Services Provided:
Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors
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