1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2PEOPLE'S UNITED ADVISORS, INC.

Map pinBRIDGEPORT, CT
Phone646-971-2505
NotebookSEC #801-112648
Total AUM
$845.2M
Employees
53
Clients
945

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
850 MAIN STREET
BRIDGEPORT
CT 06604
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
646-971-2505
Other Offices
43

ReceiptFinancials

Total AUM
$845.2M
Accounts
2,076
Discretionary
$839.7M
Accounts
2,046
Non-Discretionary
$5.5M
Accounts
30

ContactClients

View more in analytics →

Individual Clients
634
AUM
$100.5M
HNW Individual Clients
285
AUM
$646.8M
Pension/Profit Sharing Plan Clients
1
AUM
$14
Charitable Organization Clients
13
AUM
$34.3M
Investment Advisor Clients
2
AUM
$16.8M
Corporation or Business Clients
10
AUM
$46.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
ALCACOCTDCDEFLGAIAILINKYLAMAMDMEMIMNNCNHNJNVNYOHORPARISCTNTXUTVAVTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 10 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account