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THE PROGRAM WORKS, INC.
THE PROGRAM WORKS, INC.
TPW FINANCIAL
NEWTON, Massachusetts
·
3 registered advisors
·
CRD# 132797
SEC# 801-63724
617-614-9889
01
Firm Overview
AUM
$261M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at THE PROGRAM WORKS, INC.
3 registered advisors
Jonathan Brooks Indra Staley
NEWTON, Massachusetts
CRD# 6315278
Jonathan Harrison Staley
NEWTON, Massachusetts
CRD# 4889349
Storm Krishna Staley
NEWTON, Massachusetts
CRD# 6315279
05
Office Locations
NEWTON, Massachusetts
3 advisors
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Data sourced from SEC Form ADV filings. THE PROGRAM WORKS, INC. (CRD# 132797) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.