PROCTOR FINANCIAL - Financial Advisor in Massachusetts, Sherborn

Tel: 781-235-0405 18 N. Main Street Sherborn, Massachusetts 01770

About PROCTOR FINANCIAL

PROCTOR FINANCIAL is a Sherborn, Massachusetts based financial advisory firm with nearly $332,822,197 in assets under management and provides investment advisory services for 854 clients. There are currently 10 financial advisors at the firm.

General Information

Firm CRD#:

122021

Firm SEC#:

801-61596

Assets Under Management:

$332,822,197

No. of Clients:

854

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (TAX PREPARATION)

Fee Structure:

A percentage of AUM, Fixed fees, Other (TUITION FEES)

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