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DIASTOLE WEALTH MANAGEMENT
GUILFORD, CT
203-458-5220
SEC #801-57610Total AUM
$396M
Employees
13Clients
275Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
58 BOSTON STREET
GUILFORD
CT 06437
United States
GUILFORD
CT 06437
United States
Operating Hours
MON.-THUR. 9 A.M.-5:00 P.M., FRI. 9 A.M.-4 P.M.
Monday - Friday
Monday - Friday
Phone
203-458-5220
Other Offices
2
Financials
Total AUM
$396M
Accounts
1,434Discretionary
$274.6M
Accounts
1,270Non-Discretionary
$121.4M
Accounts
164
Clients
Individual Clients
187AUM
$56.3M
HNW Individual Clients
86AUM
$313.6M
Pooled Vehicle Clients
1AUM
$25M
Charitable Organization Clients
1AUM
$1.1M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
ADVISORY CONSULTING
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
SEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CACOCTFLMAMENCNHNJNYOHTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.