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Building 2WJ FINANCIAL ADVISORS, LLC

Map pinKILLINGWORTH, CT
Phone860-663-3646
NotebookSEC #801-121886
Total AUM
$203.4M
Employees
3
Clients
274

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
255 ROUTE 80
SUITE 201
KILLINGWORTH
CT 06419
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
860-663-3646

ReceiptFinancials

Total AUM
$203.4M
Accounts
684
Discretionary
$203.4M
Accounts
684
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
201
AUM
$56.4M
HNW Individual Clients
71
AUM
$145M
Charitable Organization Clients
1
AUM
$1.5M
Corporation or Business Clients
1
AUM
$483.8K

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
CTFLMAMDNHNYPA

HandshakeAffiliates

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

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