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Building 2COLCHESTER INVESTMENT COUNSEL LLC

Map pinRIDGEFIELD, CT
Phone203.438.0046
NotebookSEC #801-124703
Total AUM
$128.9M
Employees
3
Clients
58

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
440 MAIN STREET
SUITE R
RIDGEFIELD
CT 06877
United States
Operating Hours
9:00 AM TO 6:00 PM
Monday - Friday
Phone
203.438.0046

ReceiptFinancials

Total AUM
$128.9M
Accounts
151
Discretionary
$127.5M
Accounts
147
Non-Discretionary
$1.3M
Accounts
4

ContactClients

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Individual Clients
20
AUM
$6.9M
HNW Individual Clients
38
AUM
$122M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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

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