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Home > Retirement Planners > connecticut > glastonbury > ADVICEONE ADVISORY SERVICES, LLC
ADVICEONE ADVISORY SERVICES, LLC
100 Western Boulevard
Glastonbury, Connecticut 6033
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 3 offices throughout the country.
ADVICEONE ADVISORY SERVICES, LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $1,147,578,487 assets under management, offering retirement planning & investment advisory services to 4191 clients. The firm is staffed with 44 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111614 |
| SEC# | 801-62125 |
| Assets Managed by Firm | $1,147,578,487 |
| No. of Clients | 4191 |
| No. of Advisors | 44 |
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 | 4191 | $1,147,578,487 |
| Individuals (other than high net worth individuals) | 791 | $324,498,471 |
| High net worth individuals | 462 | $819,810,565 |
| Charitable organizations | Fewer than 5 clients | $2,620,989 |
| Corporations or other businesses | Fewer than 5 clients | $648,462 |
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