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Building 2WMGNA

Map pinFARMINGTON, CT
Phone860-679-5255
NotebookSEC #801-130388
Total AUM
$346.4M
Employees
9
Clients
326

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 TALCOTT NOTCH ROAD
SUITE 103
FARMINGTON
CT 06032
United States
Operating Hours
9:00 A.M. - 5:00 P.M.
Monday - Friday
Phone
860-679-5255
Other Offices
1

ReceiptFinancials

Total AUM
$346.4M
Accounts
983
Discretionary
$306.3M
Accounts
912
Non-Discretionary
$40.2M
Accounts
71

ContactClients

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Individual Clients
228
AUM
$103.9M
HNW Individual Clients
98
AUM
$242.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Pending Regulatory Proceeding
State Registrations
CTFLGAMANCNHNYSCTX

HandshakeAffiliates

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

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