Sign in
Create a free account
CAROL J. BURTON, CFP TM
203-227-5077
SEC #801-69371Total AUM
$56.7M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
203-227-5077
Financials
Total AUM
$56.7M
Accounts
55Discretionary
$21.8M
Accounts
25Non-Discretionary
$34.9M
Accounts
30
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CTNY
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.