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Building 2PROFICIENT WEALTH COUNSELORS, LLC

Map pinNORWOOD, MA
Phone781-278-9488
NotebookSEC #801-72560
Total AUM
$33.9M
Employees
3
Clients
0

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
$33.9M
Accounts
302
Discretionary
$5.1M
Accounts
46
Non-Discretionary
$28.8M
Accounts
256

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
LAMATX

HandshakeAffiliates

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

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