PROFICIO CAPITAL PARTNERS LLC

NEWTON, Massachusetts·12 registered advisors·CRD# 269931
SEC# 801-1064831617-340-8425
01

Firm Overview

AUM
$3.0B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
12
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Investment ManagementRetirement PlanningWealth Management
04

Advisors at PROFICIO CAPITAL PARTNERS LLC

12 registered advisors
Daniel Katz
NEWTON, Massachusetts
David Katz
NEWTON, Massachusetts
Dina Wosk
NEWTON, Massachusetts
Justin Thompson Sussman
NEWTON, Massachusetts
Kathleen Chines Herr
NEWTON, Massachusetts
Lauren Elizabeth Denklau
NEWTON, Massachusetts
Matthew Harrison Wosk
NEWTON, Massachusetts
Peter Walter Kronberg
NEWTON, Massachusetts
Richard Arthur Blond
NEWTON, Massachusetts
Robert J Haber
NEWTON, Massachusetts
Sabra Katz
NEWTON, Massachusetts
Sheldon Hanau
NEWTON, Massachusetts
05

Office Locations

NEWTON, Massachusetts
12 advisors

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Data sourced from SEC Form ADV filings. PROFICIO CAPITAL PARTNERS LLC (CRD# 269931) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.