Exchange Place Advisors, LLC
Firm details
- Headquarters
- Sudbury, Massachusetts
- CRD number
- 125240
- Registered since
- September 16, 2004
- Custodians
- FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.91%
- Individuals11.94%
- Corporations / Businesses0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Exchange Place Advisors, LLC is an independent, SEC‑registered registered investment adviser organized as a limited liability company. The firm has been registered since 2004 and is owned by an individual. Its client focus is individuals and families (with portfolio management offered to small businesses as well). The firm provides financial planning and discretionary portfolio management and charges clients using a mix of percentage‑of‑AUM fees, hourly billing, and fixed fees. Exchange Place does not self‑identify as an active ESG investor and is not listed as a multi‑state adviser or a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds78%
- US Government Bonds12%
- Cash & Cash Equivalents5%
- Exchange Traded Equities3%
- State & Local Bonds2%
Contacts
3 of 3John Ollquist
PresidentCRD 839716
Thomas Padovano
Vice PresidentCRD 1341850
Daniel Ollquist
Senior Vice PresidentCRD 7133492
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Sudbury, MA
Middlesex
Location
Sudbury, MA
Headquartered in Sudbury, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Middlesex
- Address
- 121 Boston Post Rd
- Time zone
- ET (UTC-5)
- Office locations
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