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Building 2EVANS & HEALY

Map pinBRANFORD, CT
Phone203-488-3440
NotebookSEC #801-38669
Total AUM
$101.6M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
239 NORTH MAIN STREET
BRANFORD
CT 06405-3020
USA
Operating Hours
9:00 AM -5:00 PM
Monday - Friday
Phone
203-488-3440

ReceiptFinancials

Total AUM
$101.6M
Accounts
452
Discretionary
$98.4M
Accounts
449
Non-Discretionary
$3.2M
Accounts
3

ContactClients

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None reported

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
CTFLNH

HandshakeAffiliates

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

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