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Justin Thompson Sussman

PROFICIO CAPITAL PARTNERS LLC·NEWTON, Massachusetts
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300 WASHINGTON STREET STE 951, NEWTON, MA 02458-1655CRD# 4879145Firm CRD# 269931
01

About

Justin Thompson Sussman is a registered financial advisor based in NEWTON, Massachusetts, affiliated with PROFICIO CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
PROFICIO CAPITAL PARTNERS LLC
PROFICIO CAPITAL PARTNERS LLC
AUM
$3.0B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at PROFICIO CAPITAL PARTNERS LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 4879145
Firm CRD# 269931
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Justin Thompson Sussman offer?
Justin Thompson Sussman specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWTON, Massachusetts for a consultation.
What are Justin Thompson Sussman's credentials?
Justin Thompson Sussman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Justin Thompson Sussman located?
Justin Thompson Sussman is based in NEWTON, Massachusetts, working with PROFICIO CAPITAL PARTNERS LLC. Their office serves clients in the NEWTON metropolitan area and surrounding communities.
How does Justin Thompson Sussman charge for services?
Justin Thompson Sussman's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PROFICIO CAPITAL PARTNERS LLC?
PROFICIO CAPITAL PARTNERS LLC has approximately 18 employees and manages $3.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEEDHAM (97)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEEDHAM Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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