Exchange Place Advisors LLC

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Regulatory AUM vs AUM

Exchange Place Advisors LLC ✚
CRD #	125240
SEC #	801-63511
CIK #
AUM	$188.5 MM (100% Disc, 100% US)
Employees	3 (100% Investors, 0% Brokers)
Phone	978-443-2713
Address	121 Boston Post Road Sudbury, MA 01776
Links	IAPD

Total AUM ($BB)

Comparable Firms	State	AUM ($BB)
Amussen Hunsaker & Associates LLC ✚	UT	0.2
Arch Peregoff Inc ✚	CA	0.2
Highwater Wealth Management LLC ✚	CO	0.2
Legacy CG LLC ✚	TX	0.2
Empyrion Wealth Management Inc ✚	CA	0.2
Ironwood Financial LLC ✚	AZ	0.2
Scholtz & Company LLC ✚	CT	0.2
KHP Capital LLC ✚	OK	0.2
Compass Wealth Management LLC ✚	GA	0.2
REYL Overseas Ltd ✚		0.2

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