Overview
Assets Under Management: $333 million
Headquarters: SHERBORN, MA
High-Net-Worth Clients: 94
Average Client Assets: $3 million
Frequently Asked Questions
PROCTOR FINANCIAL, INC. 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 #122021), PROCTOR FINANCIAL, INC. is subject to fiduciary duty under federal law.
PROCTOR FINANCIAL, INC. is headquartered in SHERBORN, MA.
PROCTOR FINANCIAL, INC. serves 94 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, PROCTOR FINANCIAL, INC. offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
PROCTOR FINANCIAL, INC. manages $333 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, PROCTOR FINANCIAL, INC. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 94
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.88
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 854
Discretionary Accounts: 854
Regulatory Filings
CRD Number: 122021
Last Filing Date: 2024-03-29 00:00:00
Website: https://proctorfinancial.com