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Building 2HFM WEALTH MANAGEMENT

Map pinWEST HARTFORD, CT
Phone860-241-0028
NotebookSEC #801-33701
Total AUM
$699.6M
Employees
10
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
65 LASALLE ROAD STE 307
WEST HARTFORD
CT 06107
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
860-241-0028

ReceiptFinancials

Total AUM
$699.6M
Accounts
185
Discretionary
$697.7M
Accounts
184
Non-Discretionary
$2M
Accounts
1

ContactClients

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Individual Clients
145
AUM
$195M
HNW Individual Clients
31
AUM
$297.9M
Banking Clients
2
AUM
$193.1M
Pension/Profit Sharing Plan Clients
2
AUM
$7.4M
Charitable Organization Clients
4
AUM
$5.2M
Corporation or Business Clients
1
AUM
$1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTDEFLGAMAMDNHNYRITXVA

HandshakeAffiliates

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

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