Overview
Assets Under Management: $309 million
Headquarters: SUDBURY, MA
High-Net-Worth Clients: 80
Average Client Assets: $4 million
Frequently Asked Questions
EXCHANGE PLACE ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #125240), EXCHANGE PLACE ADVISORS, LLC is subject to fiduciary duty under federal law.
EXCHANGE PLACE ADVISORS, LLC is headquartered in SUDBURY, MA.
EXCHANGE PLACE ADVISORS, LLC serves 80 high-net-worth clients according to their SEC filing dated September 30, 2024. View client details ↓
According to their SEC Form ADV, EXCHANGE PLACE ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
EXCHANGE PLACE ADVISORS, LLC manages $309 million in client assets according to their SEC filing dated September 30, 2024.
According to their SEC Form ADV, EXCHANGE PLACE ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 80
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.44
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 706
Discretionary Accounts: 706
Regulatory Filings
CRD Number: 125240
Last Filing Date: 2024-09-30 00:00:00
Website: https://exchangeplaceadvisors.com