121 Boston Post Road
Unit 6
Sudbury, Massachusetts 01776
Tel: 978-443-2713
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125240 |
SEC# | 801-63511 |
Assets Managed by Firm | $308,908,738 |
No. of Clients | 706 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 706 | $308,908,738 |
Individuals (other than high net worth individuals) | 158 | $46,433,634 |
High net worth individuals | 80 | $262,026,206 |
Corporations or other businesses | Fewer than 5 clients | $448,898 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$3,964,385,404,654 | 31349 | 1264 | |
$1,282,732,502,947 | 1559 | 2021 | |
$1,062,795,395,069 | 172 | 161 | |
$1,014,331,002,469 | 246 | 243 | |
$824,740,096,815 | 1965880 | 269 |
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