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Building 2SPOOR, T. RICHARD

Map pinSALISBURY, CT
Phone860-435-0964
NotebookSEC #801-68962
Total AUM
$105.2M
Employees
1
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
87 CANAAN ROAD
UNIT 5C
SALISBURY
CT 06068
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
860-435-0964
Other Offices
1

ReceiptFinancials

Total AUM
$105.2M
Accounts
70
Discretionary
$59.1M
Accounts
39
Non-Discretionary
$46.1M
Accounts
31

ContactClients

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HNW Individual Clients
18
AUM
$105.2M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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