Proficio Capital Partners LLC
Proficio Capital Partners LLC (CRD# 269931) is a financial advisory firm headquartered in Newton, MA. They manage $2,974,544,510 in 1,194 accounts and serve the financial needs of clients across 26 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management2,975MILLION
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Total Number of Accounts1,194ACCOUNTS
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Average Account Value$2,491,243
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA
Financial Advisors at Proficio Capital Partners LLC
1
Peter Kronberg (CRD# 5983501) is an Investment Advisor Representative working at Proficio Capital Partners LLC in Newton, MA and has over 11 years of experience in the finance industry.
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