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Building 2INCLUSIVE DIGITAL ADVISOR

Map pinSTAMFORD, CT
Phone203-914-1923
NotebookSEC #801-114245
Total AUM
$638.3K
Employees
4
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6 LANDMARK SQUARE
7TH FLOOR
STAMFORD
CT 06901
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Phone
203-914-1923

ReceiptFinancials

Total AUM
$638.3K
Accounts
11
Discretionary
$638.3K
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
11
AUM
$638.3K

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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