703 Hebron Ave 3rd Floor
Glastonbury, Connecticut 6033
Tel: 860-734-1090
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 $376,273,009 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 3 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 108742 |
SEC# | 801-57744 |
Assets Managed by Firm | $376,273,009 |
No. of Clients | 803 |
No. of Advisors | 3 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 803 | $376,273,009 |
Individuals (other than high net worth individuals) | 137 | $51,495,681 |
High net worth individuals | 81 | $275,631,521 |
Pension and profit sharing plans | 11 | $41,646,841 |
Charitable organizations | Fewer than 5 clients | $891,626 |
Corporations or other businesses | 6 | $6,607,340 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$196,833,823,871 | 143 | 1166 | |
$139,912,052,624 | 18 | 2311 | |
$122,238,315,019 | 40 | 63 | |
$119,996,796,135 | 279 | 566 | |
$110,827,884,619 | 182 | 290 |
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