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Building 2TUMOLO WEALTH MANAGEMENT LLC

Map pinEAST LYME, CT
Phone(860) 650-3005
NotebookSEC #801-135413
Total AUM
$134M
Employees
7
Clients
449

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
339 FLANDERS ROAD
SUITE 102
EAST LYME
CT 06333
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(860) 650-3005
Other Offices
1

ReceiptFinancials

Total AUM
$134M
Accounts
639
Discretionary
$134M
Accounts
639
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
418
AUM
$94.7M
HNW Individual Clients
31
AUM
$39.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMA

HandshakeAffiliates

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

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