Proficio Capital Partners LLC
Proficio Capital Partners LLC (CRD# 269931) is a financial advisory firm headquartered in Newton, MA. They manage $374,000,000 in 17 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management374MILLION
Total Number of Accounts17ACCOUNTS
Average Account Value$22,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Peter Kronberg (CRD# 5983501) is an Investment Advisor Representative working at Proficio Capital Partners LLC in Newton, MA and has over 4 years of experience in the finance industry.