MARK SHEPTOFF FINANCIAL PLANNING LLC - Financial Advisor in Connecticut, Glastonbury

Tel: 860-734-1090 703 Hebron Ave 3rd Floor Glastonbury, Connecticut 06033

About MARK SHEPTOFF FINANCIAL PLANNING LLC

MARK SHEPTOFF FINANCIAL PLANNING LLC is a Glastonbury, Connecticut based financial advisory firm with nearly $405,921,864 in assets under management and provides investment advisory services for 810 clients. There are currently 3 financial advisors at the firm.

General Information

Firm CRD#:

108742

Firm SEC#:

801-57744

Assets Under Management:

$405,921,864

No. of Clients:

810

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

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

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$846,535,879

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$535,018,387

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Not Disclosed

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