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Building 2RETIREMENT DESIGN & MANAGEMENT INC

Map pinWESTPORT, CT
Phone203-255-0222
NotebookSEC #801-47206
Total AUM
$599.1M
Employees
15
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1555 POST ROAD EAST
WESTPORT
CT 06880
United States
Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
203-255-0222

ReceiptFinancials

Total AUM
$599.1M
Accounts
988
Discretionary
$598.8M
Accounts
986
Non-Discretionary
$249.1K
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLLAMANHNJNYPATXVAVT

HandshakeAffiliates

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

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