Proctor Financial
Proctor Financial is an SEC-registered wealth manager in Sherborn, MA with $382.3M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Proctor Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 122021, SEC 801-61596, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $382.3M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Sherborn, MA
- Employees
- 5
- Clients
- 211
- CRD
- 122021
- Ownership
- PROCTOR, TONY, JOSEPH; DOUCETTE, STEPHEN, JENKINS
How much AUM does Proctor Financial have?
Proctor Financial reported $382.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Proctor Financial?
Disclosed owners and executives of Proctor Financial include PROCTOR, TONY, JOSEPH, DOUCETTE, STEPHEN, JENKINS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.