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Building 2CONIFER INVESTMENTS LTD

Map pinWEST HARTFORD, CT
Phone860-761-1041
NotebookSEC #801-47009
Total AUM
$524M
Employees
3
Clients
42

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
65 LASALLE ROAD
SUITE 402
WEST HARTFORD
CT 06107
United States
Operating Hours
8:30 AM - 5:00 PM
Monday - Friday
Phone
860-761-1041

ReceiptFinancials

Total AUM
$524M
Accounts
83
Discretionary
$141.3M
Accounts
56
Non-Discretionary
$382.7M
Accounts
27

ContactClients

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Individual Clients
17
AUM
$354.1M
HNW Individual Clients
24
AUM
$150.9M
Charitable Organization Clients
1
AUM
$19M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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