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Building 2GUILFORD FINANCIAL GROUP, INC.

Map pinGUILFORD, CT
Phone203-453-3458
NotebookSEC #801-71102
Total AUM
$35M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2415 BOSTON POST ROAD
UNIT 14
GUILFORD
CT 06437
United States
Operating Hours
9:30 - 4:30
Monday - Friday
Phone
203-453-3458

ReceiptFinancials

Total AUM
$35M
Accounts
223
Discretionary
$33.5M
Accounts
221
Non-Discretionary
$1.5M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTLANH

HandshakeAffiliates

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

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