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Building 2EXCHANGE PLACE ADVISORS, LLC

Map pinSUDBURY, MA
Phone978-443-4405
NotebookSEC #801-63511
Total AUM
$379.7M
Employees
3
Clients
249

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
121 BOSTON POST ROAD
UNIT 6
SUDBURY
MA 01776
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
978-443-4405
Other Offices
1

ReceiptFinancials

Total AUM
$379.7M
Accounts
759
Discretionary
$379.7M
Accounts
759
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$45.4M
HNW Individual Clients
92
AUM
$333.8M
Corporation or Business Clients
1
AUM
$567.4K

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMANHNJNYRISCTX

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

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