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Building 2TOP PRIVATE WEALTH

Map pinGLASTONBURY, CT
Phone860-790-7992
NotebookSEC #801-136582
Total AUM
$106.5M
Employees
2
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
703 HEBRON AVENUE
GLASTONBURY
CT 06033
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
860-790-7992

ReceiptFinancials

Total AUM
$106.5M
Accounts
437
Discretionary
$106.5M
Accounts
437
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
113
AUM
$31.9M
HNW Individual Clients
37
AUM
$74.5M

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
CTME

HandshakeAffiliates

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

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