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Building 2SUSAN MARIE CLANCY, ACADIA ASSET MANAGEMENT

Map pinWATERFORD, CT
Phone860-442-3277
NotebookSEC #801-60661
Total AUM
$14.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
567 VAUXHALL STREET EXT.
SUITE 114
WATERFORD
CT 06385
United States
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
860-442-3277

ReceiptFinancials

Total AUM
$14.4M
Accounts
35
Discretionary
$14.4M
Accounts
35
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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