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Building 2EAST GUILFORD FINANCIAL SERVICES LLC

Map pinMADISON, CT
Phone203-318-1177
NotebookSEC #801-122915
Total AUM
$193.1M
Employees
1
Clients
301

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
145 DURHAM ROAD, STE. 9
MADISON
CT 06443
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-318-1177

ReceiptFinancials

Total AUM
$193.1M
Accounts
732
Discretionary
$116.3M
Accounts
294
Non-Discretionary
$76.8M
Accounts
438

ContactClients

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Individual Clients
248
AUM
$65.2M
HNW Individual Clients
53
AUM
$127.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYRITX

HandshakeAffiliates

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

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