Overview
Assets Under Management: $333 million
Headquarters: SHERBORN, MA
High-Net-Worth Clients: 94
Average Client Assets: $3 million
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