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Building 2COMMONWEALTH STRATEGIC ADVISORY

Map pinNEW CANAAN, CT
Phone203-920-1544
NotebookSEC #801-79584
Total AUM
$456.9M
Employees
2
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
57 LONE TREE FARM ROAD
NEW CANAAN
CT 06840
United States
Operating Hours
8:00 AM - 6 PM
Monday - Friday
Phone
203-920-1544

ReceiptFinancials

Total AUM
$456.9M
Accounts
32
Discretionary
$0
Accounts
0
Non-Discretionary
$456.9M
Accounts
32

ContactClients

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HNW Individual Clients
1
AUM
$456.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementOther Services
Other Services
ADMINISTRATIVE AND CONCIERGE SERVICES INCLUDING BILL PAYMENT, AND REAL ESTATE, COLLECTIBLES AND PROPERTY MANAGEMENT
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CT

HandshakeAffiliates

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

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