PROCTOR ADVISORY WEALTH, LLC
Firm details
- Headquarters
- ,
- CRD number
- 341417
- Fee structure
- Percentage of AUM, Hourly Charges
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Proctor Advisory Wealth, LLC is a small, individually owned limited liability company that provides financial planning and discretionary portfolio management services targeted at individuals and small businesses. The firm charges either a percentage of assets under management or hourly fees. It does not characterize itself as an active ESG investor, is not a multi-state adviser, and is not identified as a capital allocator or pension consultant. Proctor Advisory lists an affiliation with an insurance company.
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
Owners & executives
1 of 1THOMAS PROCTOR
Chief Executive OfficerCRD 4071229
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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