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Building 2BEIRNE.

Map pinSHELTON, CT
Phone203-701-8606
NotebookSEC #801-77726
Total AUM
$1.4B
Employees
9
Clients
427

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3 ENTERPRISE DRIVE
SUITE 410
SHELTON
CT 06484
United States
Operating Hours
8:30 AM - 4:30 PM
Monday - Friday
Phone
203-701-8606
Other Offices
1

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,222
Discretionary
$676.6M
Accounts
1,199
Non-Discretionary
$694.3M
Accounts
23

ContactClients

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Individual Clients
314
AUM
$68.8M
HNW Individual Clients
74
AUM
$167M
Pension/Profit Sharing Plan Clients
1
AUM
$2.4M
Charitable Organization Clients
1
AUM
$2.2M
Government Entity Clients
28
AUM
$1.1B
Corporation or Business Clients
9
AUM
$62.8M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACTFLNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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