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Building 2MORE FOR LESS FINANCIAL SOLUTIONS, LLC

Map pin
Phone860-521-7779
NotebookSEC #801-62617
Total AUM
$27.8M
Employees
3
Clients
20

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9AM-5PM M-F 9AM-12NOON SAT 7PM-9PM TUES-WED
MONDAY-SATURDAY
Phone
860-521-7779

ReceiptFinancials

Total AUM
$27.8M
Accounts
135
Discretionary
$25.8M
Accounts
131
Non-Discretionary
$2M
Accounts
4

ContactClients

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Individual Clients
11
AUM
$3.4M
HNW Individual Clients
9
AUM
$24.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
INVESTMENT CONSULTING, TAX PREPARTION, BILL PAYMENT ASSISTENCE
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMA

HandshakeAffiliates

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

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