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Building 2OLSON MOBECK INVESTMENT ADVISORS, INC

Map pinROCKY HILL, CT
Phone860-563-2368
NotebookSEC #801-12232
Total AUM
$698.6M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
35 COLD SPRING ROAD STE 112
ROCKY HILL
CT 06067
USA
Operating Hours
9AM-5PM
Monday - Friday
Phone
860-563-2368

ReceiptFinancials

Total AUM
$698.6M
Accounts
1,007
Discretionary
$611.6M
Accounts
845
Non-Discretionary
$86.9M
Accounts
162

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHRITXVAVT

HandshakeAffiliates

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

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