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Exchange Place Advisors LLC
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CRD # | 125240 |
SEC # | 801-63511 |
CIK # | |
AUM | $308.9 MM (2024-03-22) |
Employees | 3 (100% Investors, 0% Brokers) |
Phone | 978-443-2713 |
Address | 121 Boston Post Road Sudbury, MA 01776 |
Source | [IAPD] |
Total AUM ($MM) |
---|
AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 158 | 46.4 |
(b) Individuals (high net worth individuals) | 80 | 262.0 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 0 | 0.0 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 0 | 0.0 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.4 |
(n) Other | 0 | 0.0 |
Total | 706 | 308.9 |
By Discretionary | ||
Discretionary | 706 | 308.9 |
Non-Discretionary | 0 | 0.0 |
Total | 706 | 308.9 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 308.9 | |
Total | 706 | 308.9 |
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MGB Wealth Management LLC
✚
|
TX | 0.3 |
Potentia RIA LLC
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CA | 0.3 |
Front Row Advisors LLC
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CA | 0.3 |
Signet Investment Advisory Group Inc
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RI | 0.3 |
Sentinel Wealth Management Inc
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VA | 0.3 |
Buttonwood Financial Advisors Inc
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|
MD | 0.3 |
American Trust Investment Advisors LLC
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|
NH | 0.3 |
Dougherty & Associates Financial Advisors Inc
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|
MN | 0.3 |
Weybosset Research & Management LLC
✚
|
RI | 0.3 |
Triton Wealth Management PLLC
✚
|
AZ | 0.3 |