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PFE ADVISORS, INC.
SOUTHBOROUGH, MA
508-683-1400
SEC #801-68292Total AUM
$16.6M
Employees
19Clients
107Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
153 CORDAVILLE ROAD
SUITE 230
SOUTHBOROUGH
MA 01772
United States
SUITE 230
SOUTHBOROUGH
MA 01772
United States
Operating Hours
9:00 AM-5:00 PM
Monday - Friday
Monday - Friday
Phone
508-683-1400
Other Offices
2
Financials
Total AUM
$16.6M
Accounts
6Discretionary
$16.6M
Accounts
6Non-Discretionary
$0
Accounts
0
Clients
Pension/Profit Sharing Plan Clients
107AUM
$16.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationOther ServicesPension Consulting
Other Services
SUB-ADVISER PENSION CONSULTING SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
Felony ChargeOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CADCMAMDVA
Affiliates
Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.