PROCTOR FINANCIAL, INC.
Legal name: PROCTOR FINANCIAL
CRD #122021 SEC #801-61596 SHERBORN, MA 781-235-0405
SEC Registered
Total AUM
$363M
Discretionary
$363M
Employees
10
Clients
101
Accounts
859
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $363M | $363M | $0 | 10 | 0 |
| Mar 2024 | $332.8M | $332.8M | $0 | 10 | 0 |
| Mar 2023 | $297.6M | $297.6M | $0 | 7 | 220 |
| Apr 2022 | $293.3M | $293.3M | $0 | 7 | 220 |
| Mar 2021 | $275M | $275M | $0 | 7 | 0 |
| Jun 2020 | $229.3M | $229.3M | $0 | 7 | 0 |
| Apr 2020 | $229.3M | $229.3M | $0 | 7 | 0 |
| Mar 2019 | $207.3M | $207.3M | $0 | 7 | 0 |
| Mar 2018 | $234M | $234M | $0 | 8 | 0 |
| Mar 2017 | $216.6M | $216.6M | $0 | 8 | 200 |
| Jul 2016 | $210.6M | $210.6M | $0 | 8 | 200 |
| Mar 2016 | $210.6M | $210.6M | $0 | 8 | 200 |
| Mar 2015 | $215.5M | $215.5M | $0 | 9 | 200 |
| Mar 2014 | $194.8M | $194.8M | $0 | 8 | 200 |
| Mar 2013 | $178.7M | $178.7M | $0 | 8 | 200 |
| Mar 2012 | $188.7M | $188.7M | $0 | 6 | 200 |
| May 2011 | $183.6M | $183.6M | $0 | 10 | -- |
| Mar 2011 | $183.6M | $183.6M | $0 | 10 | -- |
| Apr 2009 | $124.5M | $117.7M | $6.8M | 10 | -- |
| Mar 2007 | $147.8M | $147.8M | $0 | 10 | -- |
| Mar 2006 | $124.3M | $119.6M | $4.6M | 10 | -- |
| Dec 2005 | $113.8M | $113.8M | $0 | 5 | -- |
| Feb 2005 | $83.9M | $83.9M | $0 | 5 | -- |
DateMar 2025
Total AUM$363M
Discretionary$363M
Non-Disc.$0
Employees10
Clients0
DateMar 2024
Total AUM$332.8M
Discretionary$332.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2023
Total AUM$297.6M
Discretionary$297.6M
Non-Disc.$0
Employees7
Clients220
DateApr 2022
Total AUM$293.3M
Discretionary$293.3M
Non-Disc.$0
Employees7
Clients220
DateMar 2021
Total AUM$275M
Discretionary$275M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$229.3M
Discretionary$229.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2019
Total AUM$207.3M
Discretionary$207.3M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$234M
Discretionary$234M
Non-Disc.$0
Employees8
Clients0
DateMar 2017
Total AUM$216.6M
Discretionary$216.6M
Non-Disc.$0
Employees8
Clients200
DateJul 2016
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2016
Total AUM$210.6M
Discretionary$210.6M
Non-Disc.$0
Employees8
Clients200
DateMar 2015
Total AUM$215.5M
Discretionary$215.5M
Non-Disc.$0
Employees9
Clients200
DateMar 2014
Total AUM$194.8M
Discretionary$194.8M
Non-Disc.$0
Employees8
Clients200
DateMar 2013
Total AUM$178.7M
Discretionary$178.7M
Non-Disc.$0
Employees8
Clients200
DateMar 2012
Total AUM$188.7M
Discretionary$188.7M
Non-Disc.$0
Employees6
Clients200
DateMay 2011
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$183.6M
Discretionary$183.6M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$124.5M
Discretionary$117.7M
Non-Disc.$6.8M
Employees10
Clients--
DateMar 2007
Total AUM$147.8M
Discretionary$147.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$124.3M
Discretionary$119.6M
Non-Disc.$4.6M
Employees10
Clients--
DateDec 2005
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$83.9M
Discretionary$83.9M
Non-Disc.$0
Employees5
Clients--