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Home > Retirement Planners > connecticut > east hartford > FOUNDERS CAPITAL MANAGEMENT, LLC
FOUNDERS CAPITAL MANAGEMENT, LLC
111 Founders Plaza
Suite 1500
East Hartford, Connecticut 06108
Tel: 860.308.0061
About FOUNDERS CAPITAL MANAGEMENT, LLC
FOUNDERS CAPITAL MANAGEMENT, LLC, formally registered with the SEC as FOUNDERS CAPITAL MANAGEMENT, LLC. The firm was established in 01/30/2002. They have over 1 offices throughout the country.
FOUNDERS CAPITAL MANAGEMENT, LLC is a East Hartford, Connecticut based Financial Planning firm with nearly $794,868,883 assets under management, offering retirement planning & investment advisory services to 508 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 118853 |
| SEC# | 801-60878 |
| Assets Managed by Firm | $794,868,883 |
| No. of Clients | 508 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 508 | $794,868,883 |
| Individuals (other than high net worth individuals) | 71 | $23,477,365 |
| High net worth individuals | 132 | $747,310,549 |
| Charitable organizations | 7 | $20,951,301 |
| Corporations or other businesses | 1 | $3,129,668 |
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