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Building 2HTG INVESTMENT ADVISORS INC

Map pinNEW CANAAN, CT
Phone203-972-8262
NotebookSEC #801-55553
Total AUM
$1.1B
Employees
12
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
50 LOCUST AVENUE
NEW CANAAN
CT 06840
United States
Operating Hours
9:00A.M.-5:00P.M. BY APPOINTMENT
Monday - Friday
Phone
203-972-8262

ReceiptFinancials

Total AUM
$1.1B
Accounts
1,446
Discretionary
$1.1B
Accounts
1,446
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
129
AUM
$52.3M
HNW Individual Clients
248
AUM
$1.1B
Pension/Profit Sharing Plan Clients
1
AUM
$1.7M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOCTFLILLAMANHNJNYPA

HandshakeAffiliates

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

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