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Building 2SAGEBROADVIEW WEALTH MANAGEMENT, LLC

Map pinFARMINGTON, CT
Phone860-606-3580
NotebookSEC #801-100506
Total AUM
$397.2M
Employees
8
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 WATERSIDE DRIVE
SUITE 305
FARMINGTON
CT 06032-2837
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
860-606-3580
Other Offices
2

ReceiptFinancials

Total AUM
$397.2M
Accounts
595
Discretionary
$397.2M
Accounts
595
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
47
AUM
$17.5M
HNW Individual Clients
101
AUM
$377.7M
Corporation or Business Clients
1
AUM
$1.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther Services
Other Services
BUSINESS CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNJNYPA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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