EXCHANGE PLACE ADVISORS, LLC

SUDBURY, Massachusetts·2 registered advisors·CRD# 125240
SEC# 801-635111978-443-2713
01

Firm Overview

AUM
$309M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EXCHANGE PLACE ADVISORS, LLC

2 registered advisors
John Christopher Ollquist
SUDBURY, Massachusetts
Thomas Anthony Padovano
SUDBURY, Massachusetts
05

Office Locations

SUDBURY, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. EXCHANGE PLACE ADVISORS, LLC (CRD# 125240) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.