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Building 2RAMPART INVESTMENT MANAGEMENT

Map pinHARTFORD, CT
Phone800-248-7971
NotebookSEC #801-77244
Total AUM
$1.2B
Employees
4
Clients
61

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE FINANCIAL PLAZA
26TH FLOOR
HARTFORD
CT 06103
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
800-248-7971
Other Offices
2

ReceiptFinancials

Total AUM
$1.2B
Accounts
61
Discretionary
$1.2B
Accounts
61
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$107M
HNW Individual Clients
23
AUM
$56.6M
Investment Company Clients
8
AUM
$1.1B
Corporation or Business Clients
2
AUM
$6.8M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CTMANY

HandshakeAffiliates

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Affiliates
Reported 15 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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