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Building 2SPURSTONE

Map pinHIGGANUM, CT
Phone860-264-1111
NotebookSEC #801-127573
Total AUM
$192.1M
Employees
5
Clients
163

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12 SCOVIL RD
HIGGANUM
CT 06441
United States
Operating Hours
9:30AM - 4:00PM
Monday - Friday
Phone
860-264-1111

ReceiptFinancials

Total AUM
$192.1M
Accounts
502
Discretionary
$192.1M
Accounts
502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
101
AUM
$34.2M
HNW Individual Clients
58
AUM
$154.1M
Charitable Organization Clients
1
AUM
$78.9K
Corporation or Business Clients
3
AUM
$3.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
BUSINESS EXIT PLANNING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYTN

HandshakeAffiliates

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

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