Peter
Kronberg
Proficio Capital Partners LLC
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About this Advisor
Peter Kronberg is a financial advisor based in Newton, Massachusetts, working with Proficio Capital Partners LLC. Peter has previously held positions as a self-employed attorney and at Tufts University. Peter has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts and Texas. Currently, Peter is part of Proficio Capital Partners LLC, which operates out of Newton, Massachusetts. The firm has 1 office and 18 employees. The firm manages assets totaling $3.0 billion and serves high-net-worth clients. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Proficio Capital Partners LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Proficio Capital Partners LLC Brokerage Details
$2,974,544,510
18
1,194
$2,491,243
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Peter Kronberg Work History
Self-Employed Attorney
Tufts University
Disclosures
Please visit the SEC profile of Peter Kronberg to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Proficio Capital Partners LLC
Newton, MA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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