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Building 2BAXTER INVESTMENT MANAGEMENT

Map pinRIVERSIDE, CT
Phone203-637-4559
NotebookSEC #801-1939
Total AUM
$1.2B
Employees
7
Clients
446

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1030 EAST PUTNAM AVENUE
RIVERSIDE
CT 06878
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
203-637-4559

ReceiptFinancials

Total AUM
$1.2B
Accounts
1,057
Discretionary
$1.2B
Accounts
1,057
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
203
AUM
$66.2M
HNW Individual Clients
222
AUM
$1.1B
Pension/Profit Sharing Plan Clients
9
AUM
$9.3M
Charitable Organization Clients
5
AUM
$22.3M
Corporation or Business Clients
7
AUM
$17.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGALAMANJNYPASCTXWA

HandshakeAffiliates

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

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