1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2NEW ENGLAND GUILD WEALTH ADVISORS, INC.

Map pinAVON, CT
Phone860-404-5900
NotebookSEC #801-39648
Total AUM
$396.5M
Employees
7
Clients
185

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
139 SIMSBURY ROAD
AVON
CT 06001
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
860-404-5900

ReceiptFinancials

Total AUM
$396.5M
Accounts
716
Discretionary
$396.5M
Accounts
716
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
64
AUM
$26.9M
HNW Individual Clients
116
AUM
$357.7M
Charitable Organization Clients
5
AUM
$11.9M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANHNYTXVAVT

HandshakeAffiliates

View all affiliates →

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

Feature requires an account