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MARK SHEPTOFF FINANCIAL PLANNING LLC

703 Hebron Ave 3rd Floor
Glastonbury, Connecticut 6033
Tel: 860-734-1090

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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 $376,273,009 assets under management, offering retirement planning & investment advisory services to 803 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#108742
SEC#801-57744
Assets Managed by Firm$376,273,009
No. of Clients803
No. of Advisors3

Fee Structure

  • A Percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Portfolio Management for Business

Firm Client Information

No. of ClientsAUM
Firm Total803$376,273,009
Individuals (other than high net worth individuals)137$51,495,681
High net worth individuals81$275,631,521
Pension and profit sharing plans11$41,646,841
Charitable organizationsFewer than 5 clients$891,626
Corporations or other businesses6$6,607,340

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