|
⚲
|
| Proctor Financial Inc
✚
|
|
|---|---|
| CRD # | 122021 |
| SEC # | 801-61596 |
| CIK # | |
| AUM | $382.3 M (2026-03-31) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 781-235-0405 |
| Address | 18 N Main Street Sherborn, MA 01770 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 120 | 50.9 |
| (b) Individuals (high net worth individuals) | 90 | 330.7 |
| (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 | 1 | 0.8 |
| (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 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 839 | 382.3 |
| By Discretionary | ||
| Discretionary | 839 | 382.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 839 | 382.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 382.3 | |
| Total | 839 | 382.3 |
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|---|---|---|
|
One One Wealth Management LLC
✚
|
FL | 0.4 |
|
Accent Capital Management LLC
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|
OH | 0.4 |
|
Red Tortoise LLC
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GA | 0.4 |
|
Carter Financial Group Inc
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|
IL | 0.4 |
|
Destiny Capital Corporation
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|
CO | 0.4 |
|
Eaton Financial Holdings Company LLC
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|
Dean Financial Services LLC
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|
OH | 0.4 |
|
Kirtland Hills Capital Management LLC
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|
OH | 0.4 |
|
Mark J Snyder Financial Services Inc
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|
NY | 0.4 |
|
Dravo Bay LLC
✚
|
DE | 0.4 |