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Building 2SOKOLOWSKI INVESTMENT ADVISORS, LLC

Map pinBURLINGTON, VT
Phone802-489-5342
NotebookSEC #801-69124
Total AUM
$58.3M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
95 COLLEGE STREET
BURLINGTON
VT 05401
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
802-489-5342

ReceiptFinancials

Total AUM
$58.3M
Accounts
268
Discretionary
$56.9M
Accounts
241
Non-Discretionary
$1.4M
Accounts
27

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANHNYVT

HandshakeAffiliates

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

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