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Home > Retirement Planners > connecticut > glastonbury > MARK SHEPTOFF FINANCIAL PLANNING LLC
MARK SHEPTOFF FINANCIAL PLANNING LLC
703 Hebron Ave 3rd Floor
Glastonbury, Connecticut 06033
Tel: 860-734-1090
About MARK SHEPTOFF FINANCIAL PLANNING LLC
MARK SHEPTOFF FINANCIAL PLANNING LLC, formally registered with the SEC as MARK SHEPTOFF FINANCIAL PLANNING LLC. The firm was established in 07/11/2000. They have over 1 offices throughout the country.
MARK SHEPTOFF FINANCIAL PLANNING LLC is a Glastonbury, Connecticut based Financial Planning firm with nearly $405,921,864 assets under management, offering retirement planning & investment advisory services to 810 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108742 |
| SEC# | 801-57744 |
| Assets Managed by Firm | $405,921,864 |
| No. of Clients | 810 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 810 | $405,921,864 |
| Individuals (other than high net worth individuals) | 131 | $47,077,730 |
| High net worth individuals | 87 | $303,572,080 |
| Pension and profit sharing plans | 11 | $49,959,327 |
| Charitable organizations | Fewer than 5 clients | $919,562 |
| Corporations or other businesses | 5 | $4,393,165 |
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