Investment adviser · CRD 132797

TPW FINANCIAL

Investment adviser filing (IA)

THE PROGRAM WORKS, INC.

NEWTON, MA, United States · Form ADV filed Apr 29, 2015

Regulatory AUM
$261M
Form ADV · Item 5.F
Client accounts
373
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
2
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Apr 29, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed

Principal office

450 LEXINGTON STREET, SUITE 203
NEWTON, MA, 02466, United States

CRD 132797

Filing source

Form ADV 915074 · Apr 29, 2015 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.