BRIGGS WEALTH MANAGEMENT, INC. - Financial Advisor in Connecticut, Glastonbury

Tel: 860-633-8988 223 Addison Road Unit 304 Glastonbury, Connecticut 06033

About BRIGGS WEALTH MANAGEMENT, INC.

BRIGGS WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based financial advisory firm with nearly $258,725,939 in assets under management and provides investment advisory services for 696 clients. There are currently 6 financial advisors at the firm.

General Information

Firm CRD#:

125518

Firm SEC#:

801-66556

Assets Under Management:

$258,725,939

No. of Clients:

696

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Other (CONSULTING; TAX PREPARATION)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

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108113

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1348

$41,618,061,377

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$5,879,425,880

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767

$1,143,870,296

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322951

801-126687

387

$846,535,879

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313968

801-121271

1369

$535,018,387

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112243

801-58282

1053

$453,064,294

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Not Disclosed

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