Overview
Assets Under Management: $354 million
Headquarters: SUDBURY, MA
High-Net-Worth Clients: 80
Average Client Assets: $3.7 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 January 16, 2026. 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 $354 million in client assets according to their SEC filing dated January 16, 2026.
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 Client Assets: $3.7 million
Total Client Accounts: 718
Discretionary Accounts: 718
Regulatory Filings
CRD Number: 125240
Filing ID: 2041247
Last Filing Date: 2026-01-16 13:54:28