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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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