PROFICIO CAPITAL PARTNERS LLC

300 Washington Street Ste 951
One Gateway Center
Newton, Massachusetts 02458-1655
Tel: 617-340-8425

About PROFICIO CAPITAL PARTNERS LLC

PROFICIO CAPITAL PARTNERS LLC, formally registered with the SEC as PROFICIO CAPITAL PARTNERS LLC. The firm was established in 07/31/2015. They have over 2 offices throughout the country.

PROFICIO CAPITAL PARTNERS LLC is a Newton, Massachusetts based Financial Planning firm with nearly $2,974,544,510 assets under management, offering retirement planning & investment advisory services to 1194 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	269931
SEC#	801-106483
Assets Managed by Firm	$2,974,544,510
No. of Clients	1194
No. of Advisors	18

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1194	$2,974,544,510
High net worth individuals	121	$2,172,071,981
Other investment advisers	6	$45,516,671
Corporations or other businesses	1	$456,799,668

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GEODE CAPITAL MANAGEMENT, LLC 100 Summer Street, 12th Floor Boston, MA, 02110	$1,062,795,395,069	172	161
SSGA FUNDS MANAGEMENT, INC. 1 Iron Street Boston, MA, 02210	$1,014,331,002,469	246	243
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