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Building 2BRIGGS WEALTH MANAGEMENT, INC.

Map pinGLASTONBURY, CT
Phone860-633-8988
NotebookSEC #801-66556
Total AUM
$362M
Employees
6
Clients
132

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
221 ADDISON ROAD
UNIT101
GLASTONBURY
CT 06033
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
860-633-8988

ReceiptFinancials

Total AUM
$362M
Accounts
689
Discretionary
$307M
Accounts
599
Non-Discretionary
$55M
Accounts
90

ContactClients

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Individual Clients
42
AUM
$57.5M
HNW Individual Clients
90
AUM
$304.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
CONSULTING; TAX PREPARATION
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTFLNH

HandshakeAffiliates

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

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