1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SOMNIO FINANCIAL GROUP, LLC

Map pinGLASTONBURY, CT
Phone860-430-5500
NotebookSEC #801-129727
Total AUM
$168.3M
Employees
4
Clients
103

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
140 GLASTONBURY BLVD
SUITE 450
GLASTONBURY
CT 06033
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
860-430-5500

ReceiptFinancials

Total AUM
$168.3M
Accounts
461
Discretionary
$168.3M
Accounts
461
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
32
AUM
$19.5M
HNW Individual Clients
71
AUM
$148.8M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFL

HandshakeAffiliates

View all affiliates →

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

Feature requires an account