223 Addison Road
Unit 304
Glastonbury, Connecticut 06033
Tel: 860-633-8988
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 125518 |
SEC# | 801-66556 |
Assets Managed by Firm | $258,725,939 |
No. of Clients | 696 |
No. of Advisors | 6 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 696 | $258,725,939 |
Individuals (other than high net worth individuals) | 43 | $38,438,803 |
High net worth individuals | 87 | $220,287,136 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$172,101,281,944 | 15 | 2872 | |
$171,751,270,410 | 133 | 1196 | |
$132,541,536,421 | 294 | 573 | |
$110,207,824,026 | 170 | 296 | |
$107,251,821,000 | 4 | 524 |
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