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Building 2ADVEST TRUST COMPANY

Map pinHARTFORD, CT
Phone860-509-3000
NotebookSEC #801-57403
Total AUM
$826.8M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
90 STATE HOUSE SQ
HARTFORD
CT 06103
USA
Operating Hours
8:20 A.M.- 5:00 P.M.
Monday - Friday
Phone
860-509-3000

ReceiptFinancials

Total AUM
$826.8M
Accounts
868
Discretionary
$225.8M
Accounts
620
Non-Discretionary
$601M
Accounts
248

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCTNDOHRI

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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