Proficio Capital Partners LLC

Proficio Capital Partners LLC (CRD# 269931) is a financial advisory firm headquartered in Newton, MA. They manage $2,974,544,510 in 1,194 accounts and serve the financial needs of clients across 26 states (or territories).

Current Firm Details
300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458
http://proficiocap.com
By the Numbers
  • Total Assets Under Management
    2,975
    MILLION
  • Total Number of Accounts
    1,194
    ACCOUNTS
  • Average Account Value
    $2,491,243
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DE, FL, GA, IL, LA, MA, MD, MI, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, SD, TX, VA

Financial Advisors at Proficio Capital Partners LLC
Showing 1 - 1 of 1 top financial advisors.
1
Peter Kronberg, financial advisor Newton MA
Peter W. Kronberg
CRD#: 5983501
300 Washington Street Ste 951, One Gateway Center, Newton, MA 02458

Peter Kronberg (CRD# 5983501) is an Investment Advisor Representative working at Proficio Capital Partners LLC in Newton, MA and has over 11 years of experience in the finance industry.

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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