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PROCTOR FINANCIAL
PROCTOR FINANCIAL, INC.
CRD 122021 · SEC 801-61596
18 N. MAIN STREET, SHERBORN, MA, 01770, United States
Phone
781-235-0405
Fax
781-235-0610
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$382.3M
Discretionary AUM
$382.3M
Team
5 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersTAX PREPARATION
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 120 | $50.9M |
| High net worth individuals | 90 | $330.7M |
| Charitable organizations | 1 | $778K |
States served
CA, MA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD