PROFICIO CAPITAL PARTNERS LLC
Newton, MA
AUM
$5.27B
Wealth MgmtTrusts & EstatesInstitutional
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-340-8425
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in MA, NEWTON
2 advisers found
Newton, MA
AUM
$5.27B
Team
11 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
617-340-8425
Newton, MA
AUM
$10.8M
Team
1 advisors
Clients
—
Fees
Percentage of AUM; SUBADVISER FEES
617-958-1490