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TARGET INVESTMENT ADVISORY SERVICE
203-259-1268
SEC #801-10918Total AUM
$28.9M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
0700-2300
MONDAY-SUNDAY
MONDAY-SUNDAY
Phone
203-259-1268
Financials
Total AUM
$28.9M
Accounts
16Discretionary
$1M
Accounts
6Non-Discretionary
$27.9M
Accounts
10
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
RETIREMENT PLANNING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CT
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 1 other business.