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Building 2PROFICIENT WEALTH COUNSELORS, LLC

Map pinNORWOOD, MA
Phone781-278-9488
NotebookSEC #801-124894
Total AUM
$146.9M
Employees
1
Clients
189

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 ACCESS ROAD
SUITE 6
NORWOOD
MA 02062
United States
Operating Hours
9 A.M. - 5 P.M.
Monday - Friday
Phone
781-278-9488

ReceiptFinancials

Total AUM
$146.9M
Accounts
614
Discretionary
$146.9M
Accounts
614
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
123
AUM
$61M
HNW Individual Clients
59
AUM
$75M
Pension/Profit Sharing Plan Clients
7
AUM
$10.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLLAMAMDNHNYTX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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