The Program Works, Inc. (Newton)

The Program Works, Inc. is a large advisory firm based in Newton. It manages $260.64 million of regulatory assets for 373 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Massachusetts.

The Program Works provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Program Works: assets under management

The assets under management (AUM) of The Program Works, Inc. is $260.64 million. The firm's AUM has grown by 334% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $246.81 million in discretionary accounts and $13.83 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $711.28 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $531.91 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Program Works, Inc. for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Program Works, Inc.

Jonathan Harrison Staley has been acting as President since 1 Nov 1990. Jonathan Brooks Indra Staley joined the executive team most recently as the Co Trustee.

Direct owners and executive officers

Based in Newton

The principal office where The Program Works, Inc. performs its advisory services is located at 450 Lexington Street, Newton, MA 02466, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-614-9889 or by fax 617-231-0669. The normal business hours are 9am to 5pm on Monday - Friday. You can find more information about the New York firm at tpwfinancial.com.

Registered investment advisers similar to The Program Works, Inc.

• Sterling Johnston Capital Management
• Kda Capital
• Nicollet Investment Management
• E. David Yossem
• 7 North Finance Global Services Corp
• Morgan Dempsey Capital Management
• King R Eliot & Associates
• Freegulliver, L.L.C
• Wilson Investment Management
• Inlight Wealth Management
• Bostwick Capital
• Invex Advisors
• Collaborative Wealth Management
• Jk Investment Management
• Schroeder, Braxton & Vogt