Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > centerbrook > HT PARTNERS LLC
HT PARTNERS LLC
6 Main Street
Suite 312
Centerbrook, Connecticut 06409
Tel: 860-662-4197
About HT PARTNERS LLC
HT PARTNERS LLC, formally registered with the SEC as HT PARTNERS LLC. The firm was established in 09/03/2008. They have over 1 offices throughout the country.
HT PARTNERS LLC is a Centerbrook, Connecticut based Financial Planning firm with nearly $485,521,673 assets under management, offering retirement planning & investment advisory services to 419 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147400 |
| SEC# | 801-69512 |
| Assets Managed by Firm | $485,521,673 |
| No. of Clients | 419 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (MULTIFAMILY OFFICE ADVISORY; FINANCIAL CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 419 | $485,521,673 |
| Individuals (other than high net worth individuals) | 69 | $49,561,894 |
| High net worth individuals | 51 | $423,763,134 |
| Pension and profit sharing plans | Fewer than 5 clients | $7,973,603 |
| Corporations or other businesses | 8 | $4,223,042 |
More Retirement Planning firms in Centerbrook, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Centerbrook, Connecticut