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Building 2MORRISSEY WEALTH MANAGEMENT LLC

Map pinNORTH HAVEN, CT
Phone(860) 986-7881
NotebookSEC #801-133766
Total AUM
$165.1M
Employees
3
Clients
162

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
116 WASHINGTON AVENUE
FLOOR 3
NORTH HAVEN
CT 06473
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
(860) 986-7881

ReceiptFinancials

Total AUM
$165.1M
Accounts
435
Discretionary
$165.1M
Accounts
435
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$60.8M
HNW Individual Clients
48
AUM
$104.2M
Charitable Organization Clients
1
AUM
$51.9K

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTDETX

HandshakeAffiliates

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

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