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Building 2SAVINGS INSTITUTE BANK & TRUST COMPANY

Map pinWILLIMANTIC, CT
Phone860-423-4581
NotebookSEC #801-63214
Total AUM
$145.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
803 MAIN STREET
WILLIMANTIC
CT 06226
USA
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
860-423-4581

ReceiptFinancials

Total AUM
$145.7M
Accounts
352
Discretionary
$134.3M
Accounts
326
Non-Discretionary
$11.3M
Accounts
26

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
$200.OO PASS-THROUGH FEE FOR FIDUCIARY TAX PREPARATION

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLMANY

HandshakeAffiliates

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

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