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Building 2FILOMENO WEALTH MANAGEMENT, LLC

Map pinWEST HARTFORD, CT
Phone860-561-0020
NotebookSEC #801-68464
Total AUM
$58.1M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
80 SOUTH MAIN STREET
WEST HARTFORD
CT 06107
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
860-561-0020

ReceiptFinancials

Total AUM
$58.1M
Accounts
36
Discretionary
$43.7M
Accounts
28
Non-Discretionary
$14.3M
Accounts
8

ContactClients

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None reported

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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