Peter
Kronberg

Proficio Capital Partners LLC

CRD#5983501
Investment Advisor
in Newton, MA

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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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

300 Washington Street Ste 951 One Gateway Center
Newton, MA 02458-1655

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Proficio Capital Partners LLC Brokerage Details

Total Assets Under Management

$2,974,544,510

MA Average: $16,012,751,954
Total Number of Employees

18

MA Average: 118
Total Number of Accounts

1,194

MA Average: 4,567
Average Account Size

$2,491,243

MA Average: $3,506,186

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

2009 - Present (16 years)

Self-Employed Attorney

2010 - 2023 (13 years)

Tufts University

Created with Highcharts 6.0.7

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

Peter Kronberg
Newton, MA

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