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HT PARTNERS LLC
CENTERBROOK, CT
860-662-4197
SEC #801-69512Total AUM
$556.3M
Employees
7Clients
122Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
6 MAIN STREET
SUITE 312
CENTERBROOK
CT 06409
United States
SUITE 312
CENTERBROOK
CT 06409
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Monday - Friday
Phone
860-662-4197
Financials
Total AUM
$556.3M
Accounts
415Discretionary
$552.2M
Accounts
366Non-Discretionary
$4.1M
Accounts
49
Clients
Individual Clients
67AUM
$67.6M
HNW Individual Clients
48AUM
$473.9M
Pension/Profit Sharing Plan Clients
1AUM
$11.4M
Corporation or Business Clients
6AUM
$3.4M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
MULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CTDEFLMANHNYTNTX
Affiliates
Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.