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Building 2U.S. TRUST - CONNECTICUT FUND ADVISERS DIVISION

Map pinSTAMFORD, CT
Phone203-352-4400
NotebookSEC #801-60279
Total AUM
$12.4B
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
225 HIGH RIDGE RD.
WEST BUILDING
STAMFORD
CT 06905
USA
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-352-4400

ReceiptFinancials

Total AUM
$12.4B
Accounts
35
Discretionary
$12.4B
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
CTDEMDNYPA

HandshakeAffiliates

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Affiliates
Reported 8 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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