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Building 2FOUNDERS CAPITAL MANAGEMENT, LLC

Map pinHARTFORD, CT
Phone860.308.0061
NotebookSEC #801-60878
Total AUM
$920.3M
Employees
5
Clients
224

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE STATE STREET
SUITE 1700
HARTFORD
CT 06103
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
860.308.0061

ReceiptFinancials

Total AUM
$920.3M
Accounts
538
Discretionary
$810.4M
Accounts
452
Non-Discretionary
$109.9M
Accounts
86

ContactClients

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Individual Clients
83
AUM
$29.2M
HNW Individual Clients
134
AUM
$860.1M
Charitable Organization Clients
6
AUM
$27.6M
Corporation or Business Clients
1
AUM
$3.3M

Briefcase businessServices

View ADV Part 2 brochures →

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLMANHNYTX

HandshakeAffiliates

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

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