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EXCHANGE PLACE ADVISORS, LLC

121 Boston Post Road
Unit 6
Sudbury, Massachusetts 01776
Tel: 978-443-2713

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About EXCHANGE PLACE ADVISORS, LLC

EXCHANGE PLACE ADVISORS, LLC, formally registered with the SEC as EXCHANGE PLACE ADVISORS, LLC. The firm was established in 09/16/2004. They have over 2 offices throughout the country.

EXCHANGE PLACE ADVISORS, LLC is a Sudbury, Massachusetts based Financial Planning firm with nearly $308,908,738 assets under management, offering retirement planning & investment advisory services to 706 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125240
SEC#801-63511
Assets Managed by Firm$308,908,738
No. of Clients706
No. of Advisors3

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total706$308,908,738
Individuals (other than high net worth individuals)158$46,433,634
High net worth individuals80$262,026,206
Corporations or other businessesFewer than 5 clients$448,898

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