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Building 2MARK SHEPTOFF FINANCIAL PLANNING LLC

Map pinGLASTONBURY, CT
Phone860-734-1090
NotebookSEC #801-57744
Total AUM
$466.5M
Employees
3
Clients
253

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
703 HEBRON AVE 3RD FLOOR
GLASTONBURY
CT 06033
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
860-734-1090

ReceiptFinancials

Total AUM
$466.5M
Accounts
771
Discretionary
$466.5M
Accounts
771
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
135
AUM
$49.2M
HNW Individual Clients
100
AUM
$365.7M
Pension/Profit Sharing Plan Clients
10
AUM
$46.2M
Charitable Organization Clients
1
AUM
$638.1K
Corporation or Business Clients
7
AUM
$4.8M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

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

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