Exchange Place Advisors, Llc, MA — Investment Adviser | BuildTrust

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EXCHANGE PLACE ADVISORS, LLC

Investment AdviceSUDBURY, MA

Assets Under Management

$354M

Total AUM

Donut chart: Discretionary 354.0M
Category	Value
Discretionary	354.0M

Adviser Information

Field	Value
CRD Number	125240
SEC Number	801-63511
Street Address	121 BOSTON POST ROAD
Street Address 2	UNIT 6
Location	SUDBURY, MA 01776
Country	United States
Phone	978-443-4405
Total Employees	3

Client Count by Type (256 Total)

Horizontal bar chart: Individuals (other than H… 176, High Net Worth Individual… 80
Category	Value
Individuals (other than H…	176
High Net Worth Individual…	80