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Home > Retirement Planners > connecticut > hartford > CONNING, INC.
CONNING, INC.
One Financial Plaza
755 Main Street
Hartford, Connecticut 06103
Tel: 860-299-2000
About CONNING, INC.
CONNING, INC, formally registered with the SEC as CONNING, INC. The firm was established in 03/21/1983. They have over 2 offices throughout the country.
CONNING, INC. is a Hartford, Connecticut based Financial Planning firm with nearly $100,423,245,789 assets under management, offering retirement planning & investment advisory services to 534 clients. The firm is staffed with 270 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 107423 |
| SEC# | 801-18641 |
| Assets Managed by Firm | $100,423,245,789 |
| No. of Clients | 534 |
| No. of Advisors | 270 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Subscription fees
- Fixed fees
- Performance Based
- Other (NEGOTIATED FEES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Publication of periodicals and newsletters
- Other (CONSULTING AND RESEARCH SERVICES)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 534 | $100,423,245,789 |
| Pension and profit sharing plans | 7 | $118,557,495 |
| Charitable organizations | 2 | $85,863,923 |
| Corporations or other businesses | 8 | $457,570,791 |
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