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Building 2GANIM PRIVATE WEALTH

Map pinSHELTON, CT
Phone(203) 335-0851
NotebookSEC #801-120943
Total AUM
$238.6M
Employees
4
Clients
51

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 ENTERPRISE DRIVE
SUITE 305
SHELTON
CT 06484
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
(203) 335-0851

ReceiptFinancials

Total AUM
$238.6M
Accounts
22
Discretionary
$238.6M
Accounts
22
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
48
AUM
$1.2M
HNW Individual Clients
2
AUM
$49.5M
Pension/Profit Sharing Plan Clients
1
AUM
$188M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNHNYTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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