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Building 2RETIREMENT COUNSELING ASSOCIATES, LLC

Map pinWESTPORT, CT
Phone(203) 222-9393
NotebookSEC #801-70277
Total AUM
$55.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
191 POST ROAD WEST
WESTPORT
CT 06880
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
(203) 222-9393

ReceiptFinancials

Total AUM
$55.4M
Accounts
578
Discretionary
$55.4M
Accounts
578
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTNYTX

HandshakeAffiliates

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

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