← Back to search
EXCHANGE PLACE ADVISORS, LLC
CRD 125240 · SEC 801-63511
121 BOSTON POST ROAD, UNIT 6, SUDBURY, MA, 01776, United States
Phone
978-443-4405
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$379.7M
Discretionary AUM
$379.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 156 | $45.4M |
| High net worth individuals | 92 | $333.8M |
States served
CA, MA, NJ, NY, RI, SC, TX, NH, FL
Official SEC filing: View on IAPD