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Financial Advisor
Connecticut
Farmington
CONNECTICUT WEALTH MANAGEMENT, LLC

CONNECTICUT WEALTH MANAGEMENT, LLC

Tel: 860-470-0290 281 Farmington Avenue Farmington, Connecticut 06032-1911

About CONNECTICUT WEALTH MANAGEMENT, LLC

CONNECTICUT WEALTH MANAGEMENT, LLC is a Farmington, Connecticut based financial advisory firm with nearly $3,168,312,415 in assets under management and provides investment advisory services for 1388 clients. There are currently 64 financial advisors at the firm.

General Information
Firm CRD#:

154310

Firm SEC#:

801-73061

Assets Under Management:

$3,168,312,415

No. of Clients:

1388

No. of Advisors:

64

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (ASSETS UNDER ADVISEMENT)

Fee Structure:

A percentage of AUM, Fixed fees

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