Proficio Capital Partners

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Proficio Capital Partners — overview

About

Proficio Capital Partners is a US-based multi-family office and registered investment advisor. It provides investment advisory services to its clients on a discretionary and non-discretionary basis. The services it offers include financial planning, estate planning, fiduciary trust solutions, alternative asset administration, compliance monitoring, tax planning, and risk services.

Proficio Capital Partners - known decision makers (9)

Position	Location	Asset Class
Director	Newton, US	PEREINFNR
Founder, Partner & Chief Executive Officer	Newton, US	PEREINFNR
General Counsel & Chief Compliance Officer	Newton, US	PEREINFNR
Partner & Chief Investment Officer	Newton, US	PEREINFNR
Partner , Chief Administration Officer & Head of Investor Relations	Newton, US	PEREINFNR

Showing 5 of 9 known decision makers Proficio Capital Partners

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