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Building 2CTMA WEALTH MANAGEMENT

Map pinEAST HAVEN, CT
Phone203-468-7228
NotebookSEC #801-110644
Total AUM
$25M
Employees
1
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 SOUTH SHORE DRIVE
SUITE 100
EAST HAVEN
CT 06512
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
203-468-7228

ReceiptFinancials

Total AUM
$25M
Accounts
30
Discretionary
$25M
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
10
AUM
$96.4K
HNW Individual Clients
2
AUM
$23.5M
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
2
AUM
$1.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTILMAMDMENHNYPARITX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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