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NEBRODI PARTNERS, LLC

225 Asylum Street
28th Floor
Hartford, Connecticut 06103
Tel: 860-259-4300

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About NEBRODI PARTNERS, LLC

NEBRODI PARTNERS, LLC, formally registered with the SEC as NEBRODI PARTNERS, LLC. The firm was established in 01/30/2015. They have over 1 offices throughout the country.

NEBRODI PARTNERS, LLC is a Hartford, Connecticut based Financial Planning firm with nearly $1,463,000,000 assets under management, offering retirement planning & investment advisory services to 2 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#174280
SEC#801-80861
Assets Managed by Firm$1,463,000,000
No. of Clients2
No. of Advisors5

Fee Structure

  • Fixed fees
  • Performance Based

Advisory Services Provided

  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total2$1,463,000,000
Pension and profit sharing plans1$389,000,000

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