PROCTOR FINANCIAL

18 N. Main Street
Sherborn, Massachusetts 01770
Tel: 781-235-0405

About PROCTOR FINANCIAL

PROCTOR FINANCIAL, formally registered with the SEC as PROCTOR FINANCIAL. The firm was established in 11/13/2002. They have over 1 offices throughout the country.

PROCTOR FINANCIAL is a Sherborn, Massachusetts based Financial Planning firm with nearly $332,822,197 assets under management, offering retirement planning & investment advisory services to 854 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	122021
SEC#	801-61596
Assets Managed by Firm	$332,822,197
No. of Clients	854
No. of Advisors	10

Fee Structure

A percentage of AUM
Fixed fees
Other (TUITION FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (TAX PREPARATION)

Firm Client Information

	No. of Clients	AUM
Firm Total	854	$332,822,197
Individuals (other than high net worth individuals)	128	$66,652,242
High net worth individuals	85	$265,537,044
Charitable organizations	1	$632,911

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