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Home > Retirement Planners > connecticut > glastonbury > ADVICEONE ADVISORY SERVICES, LLC
ADVICEONE ADVISORY SERVICES, LLC
100 Western Boulevard
Glastonbury, Connecticut 06033
Tel: 860-659-4900
About ADVICEONE ADVISORY SERVICES, LLC
ADVICEONE ADVISORY SERVICES, LLC, formally registered with the SEC as ADVICEONE ADVISORY SERVICES, LLC. The firm was established in 06/10/2003. They have over 4 offices throughout the country.
ADVICEONE ADVISORY SERVICES, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $1,371,176,097 assets under management, offering retirement planning & investment advisory services to 4217 clients. The firm is staffed with 46 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111614 |
| SEC# | 801-62125 |
| Assets Managed by Firm | $1,371,176,097 |
| No. of Clients | 4217 |
| No. of Advisors | 46 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4217 | $1,371,176,097 |
| Individuals (other than high net worth individuals) | 743 | $306,517,120 |
| High net worth individuals | 547 | $1,061,619,048 |
| Charitable organizations | Fewer than 5 clients | $3,039,929 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
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| $107,251,821,000 | 4 | 524 |
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