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Building 2LANSDOWNE WEALTH MANAGEMENT, LLC

Map pinMYSTIC, CT
Phone860-245-5078
NotebookSEC #801-132336
Total AUM
$227.7M
Employees
7
Clients
357

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
34 WATER STREET
UNIT 2A
MYSTIC
CT 06355
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
860-245-5078

ReceiptFinancials

Total AUM
$227.7M
Accounts
689
Discretionary
$227.7M
Accounts
689
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
240
AUM
$29.2M
HNW Individual Clients
117
AUM
$198.5M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLLANYTXWA

HandshakeAffiliates

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

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