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Financial Advisor
Massachusetts
Newton
PROFICIO CAPITAL PARTNERS LLC

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

No. of Advisors:

18

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

Fee Structure:

A percentage of AUM, Fixed fees, Performance Based

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