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DWM INVESTMENT GROUP
GUILFORD, CT
203-458-5220
SEC #801-64441Total AUM
$3M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
58 BOSTON STREET
GUILFORD
CT 06437
United States
GUILFORD
CT 06437
United States
Operating Hours
MON-THURS 9AM-4:30PM, FRI 9AM-4PM
Monday - Friday
Monday - Friday
Phone
203-458-5220
Financials
Total AUM
$3M
Accounts
3Discretionary
$3M
Accounts
3Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTOH
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.