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Building 2BLUM SHAPIRO FINANCIAL SERVICES INC

Map pinWEST HARTFORD, CT
Phone860-561-4000
NotebookSEC #801-38630
Total AUM
$65M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
29 SOUTH MAIN STREET
WEST HARTFORD
CT 06107-2419
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
860-561-4000

ReceiptFinancials

Total AUM
$65M
Accounts
95
Discretionary
$45M
Accounts
70
Non-Discretionary
$20M
Accounts
25

ContactClients

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None reported

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

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

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