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PROFICIO CAPITAL PARTNERS LLC
Tel: 617-340-8425
300 Washington Street Ste 951 One Gateway Center
Newton, Massachusetts 02458-1655
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
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
Firm CRD#:
269931
SEC#:
801-106483
No. of Clients:
1194
Assets under Management
$2,974,544,510
No. of Advisors:
18
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