Proficio Capital Partners LLC

Proficio Capital Partners LLC (CRD# 269931) is a financial advisory firm headquartered in Newton, MA. They manage $670,000,000 in 57 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Proficio Capital Partners LLC
Showing 1 - 1 of 1 top financial advisors.
Peter W. Kronberg
CRD#: 5983501
1 Gateway Center, Suite 601, Newton, MA 02458

Peter Kronberg (CRD# 5983501) is an Investment Advisor Representative working at Proficio Capital Partners LLC in Newton, MA and has over 5 years of experience in the finance industry.

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