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Building 2PRINCIPLE WEALTH

Map pinMADISON, CT
Phone203-318-8892
NotebookSEC #801-111911
Total AUM
$3.2B
Employees
28
Clients
1,211

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
48 WALL STREET
MADISON
CT 06443
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
203-318-8892
Other Offices
2

ReceiptFinancials

Total AUM
$3.2B
Accounts
4,120
Discretionary
$3.2B
Accounts
4,120
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
560
AUM
$207.2M
HNW Individual Clients
613
AUM
$2.8B
Pension/Profit Sharing Plan Clients
20
AUM
$113.1M
Charitable Organization Clients
1
AUM
$2.7M
Corporation or Business Clients
17
AUM
$76M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLGAMAMDMENCNHNJNYPARISCTNTXVAVT

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

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