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BRIGGS WEALTH MANAGEMENT, INC.

223 Addison Road
Unit 304
Glastonbury, Connecticut 06033
Tel: 860-633-8988

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About BRIGGS WEALTH MANAGEMENT, INC.

BRIGGS WEALTH MANAGEMENT, INC, formally registered with the SEC as BRIGGS WEALTH MANAGEMENT, INC. The firm was established in 06/30/2006. They have over 1 offices throughout the country.

BRIGGS WEALTH MANAGEMENT, INC. is a Glastonbury, Connecticut based Financial Planning firm with nearly $258,725,939 assets under management, offering retirement planning & investment advisory services to 696 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#125518
SEC#801-66556
Assets Managed by Firm$258,725,939
No. of Clients696
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other (CONSULTING; TAX PREPARATION)

Firm Client Information

No. of ClientsAUM
Firm Total696$258,725,939
Individuals (other than high net worth individuals)43$38,438,803
High net worth individuals87$220,287,136

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