Be advised. This firm is no longer registered.

Pfe Advisors, Inc.

Pfe Advisors, Inc. (CRD# 144798) is a financial advisory firm headquartered in Southborough, MA. They manage $16,642,543 in 6 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
153 Cordaville Road, Suite 230, Southborough, MA 01772
https://www.goldmanpfm.com/retirement-program-consulting
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    6
    ACCOUNTS
  • Average Account Value
    $2,773,757
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, DC, MA, MD, VA

Financial Advisors at Pfe Advisors, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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