This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum bridgePeak +more
- Established Date
- 11-13-2002
- Office Locations
- 1
Office Locations
About Proctor Financial
Proctor Financial is a Massachusetts-based RIA focused on retirement planning for individuals, combining holistic financial planning with tax and fixed-expense analysis and discretionary, day-to-day portfolio management. The firm also supports business owners and companies in selecting cost-effective retirement plan solutions and investment lineups for employees, and custodies with Charles Schwab. It emphasizes a notably close-knit, client-first culture.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TONY JOSEPH PROCTOR
Certified Financial Planner, President
- CRD
- #2352599
- Ownership
- 75% or more
STEPHEN JENKINS DOUCETTE
Principal, VICE PRESIDENT
- CRD
- #3212789
- Ownership
- 10% but less than 25%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $382,297,097 | $455,658 |
| Non-Discretionary | $0 | -- |
| Total | $382,297,097 | $455,658 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $382,297,097
| Asset class | Assets | Assets % |
|---|---|---|
| Corporate - Investment Grade | $582,076,035 | 19.2% |
| Public Funds | $469,905,132 | 15.5% |
| Equity - Exchange | $721,531,752 | 23.8% |
| Other | $439,588,672 | 14.5% |
| Cash | $818,544,425 | 27.0% |
| Total | $3,031,646,016 | 100.0% |