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Building 2MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC

Map pinDARIEN, CT
Phone203-655-3323
NotebookSEC #801-60770
Total AUM
$565.8M
Employees
5
Clients
149

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1020 BOSTON POST ROAD
SUITE 220
DARIEN
CT 06820
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
203-655-3323

ReceiptFinancials

Total AUM
$565.8M
Accounts
431
Discretionary
$551.7M
Accounts
425
Non-Discretionary
$14.1M
Accounts
6

ContactClients

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Individual Clients
26
AUM
$12M
HNW Individual Clients
101
AUM
$524.2M
Pension/Profit Sharing Plan Clients
19
AUM
$10.7M
Charitable Organization Clients
3
AUM
$19M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
INVESTMENT, WEALTH MANAGEMENT AND FAMILY OFFICE CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANJNYTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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