Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > farmington > CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC
281 Farmington Avenue
Farmington, Connecticut 06032-1911
Tel: 860-470-0290
About CONNECTICUT WEALTH MANAGEMENT, LLC
CONNECTICUT WEALTH MANAGEMENT, LLC, formally registered with the SEC as CONNECTICUT WEALTH MANAGEMENT, LLC. The firm was established in 02/03/2012. They have over 2 offices throughout the country.
CONNECTICUT WEALTH MANAGEMENT, LLC is a Farmington, Connecticut based Financial Planning firm with nearly $2,132,796,640 assets under management, offering retirement planning & investment advisory services to 2950 clients. The firm is staffed with 63 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 154310 |
| SEC# | 801-73061 |
| Assets Managed by Firm | $2,132,796,640 |
| No. of Clients | 2950 |
| No. of Advisors | 63 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 2950 | $2,132,796,640 |
| Individuals (other than high net worth individuals) | 611 | $249,926,353 |
| High net worth individuals | 521 | $1,777,864,937 |
| Pension and profit sharing plans | 36 | $21,153,371 |
| Charitable organizations | 82 | $17,439,108 |
| Corporations or other businesses | 18 | $64,922,915 |
More Retirement Planning firms in Farmington, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $196,833,823,871 | 143 | 1166 | |
| $139,912,052,624 | 18 | 2311 | |
| $122,238,315,019 | 40 | 63 | |
| $119,996,796,135 | 279 | 566 | |
| $110,827,884,619 | 182 | 290 |
Explore More Retirement Advisors in Farmington, Connecticut