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Building 2FISCAL DYNAMICS INCORPORATED

Map pinFARMINGTON, CT
Phone860-677-1753
NotebookSEC #801-63175
Total AUM
$78.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
314 FARMINGTON AVENUE
FARMINGTON
CT 06032
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
860-677-1753

ReceiptFinancials

Total AUM
$78.4M
Accounts
131
Discretionary
$47.4M
Accounts
112
Non-Discretionary
$31M
Accounts
19

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNY

HandshakeAffiliates

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

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