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Building 2CEPONIS FINANCIAL GROUP

Map pinWILTON, CT
Phone203-762-2117
NotebookSEC #801-66152
Total AUM
$55.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
195 DANBURY ROAD
SUITE 200
WILTON
CT 06897
United States
Operating Hours
8:00 AM - 6:00 PM
Monday - Friday
Phone
203-762-2117

ReceiptFinancials

Total AUM
$55.8M
Accounts
212
Discretionary
$48.6M
Accounts
201
Non-Discretionary
$7.2M
Accounts
11

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNY

HandshakeAffiliates

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

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