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DIASTOLE WEALTH MANAGEMENT
58 Boston Street
Guilford, Connecticut 06437
Tel: 203-458-5220
About DIASTOLE WEALTH MANAGEMENT
DIASTOLE WEALTH MANAGEMENT, formally registered with the SEC as DIASTOLE WEALTH MANAGEMENT. The firm was established in 05/24/2000. They have over 4 offices throughout the country.
DIASTOLE WEALTH MANAGEMENT is a Guilford, Connecticut based Financial Planning firm with nearly $386,200,000 assets under management, offering retirement planning & investment advisory services to 304 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111604 |
| SEC# | 801-57610 |
| Assets Managed by Firm | $386,200,000 |
| No. of Clients | 304 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection for other advisors
- Other (ADVISORY CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 304 | $386,200,000 |
| Individuals (other than high net worth individuals) | 216 | $62,700,000 |
| High net worth individuals | 86 | $297,000,000 |
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