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Building 2FCIG WEALTH MANAGEMENT, LLC

Map pinPLAINFIELD, CT
Phone877-420-5234
NotebookSEC #801-129706
Total AUM
$138.4M
Employees
4
Clients
181

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
94 NORWICH ROAD
PLAINFIELD
CT 06374
United States
Operating Hours
9 AM-5 PM
Monday - Friday
Phone
877-420-5234

ReceiptFinancials

Total AUM
$138.4M
Accounts
421
Discretionary
$138.4M
Accounts
421
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
156
AUM
$34.9M
HNW Individual Clients
23
AUM
$54.5M
Pension/Profit Sharing Plan Clients
1
AUM
$72.9K
Other Clients
1
AUM
$49.1M
Description of Other Clients
PRIVATE EQUITY, FEE BASED ANNUITIES

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLGAMANCNHTX

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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