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Home > Retirement Planners > connecticut > glastonbury > BRIGGS WEALTH MANAGEMENT, INC.
BRIGGS WEALTH MANAGEMENT, INC.
223 Addison Road
Unit 304
Glastonbury, Connecticut 06033
Tel: 860-633-8988
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 Status | Approved |
|---|---|
| Firm CRD# | 125518 |
| SEC# | 801-66556 |
| Assets Managed by Firm | $258,725,939 |
| No. of Clients | 696 |
| No. of Advisors | 6 |
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 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 |
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