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