Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > connecticut > higganum > SPURSTONE
SPURSTONE
12 Scovil Rd
Higganum, Connecticut 06441
Tel: 860-264-1111
About SPURSTONE
SPURSTONE, formally registered with the SEC as SPURSTONE. The firm was established in 03/31/2023. They have over 1 offices throughout the country.
SPURSTONE is a Higganum, Connecticut based Financial Planning firm with nearly $155,415,160 assets under management, offering retirement planning & investment advisory services to 443 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 284158 |
| SEC# | 801-127573 |
| Assets Managed by Firm | $155,415,160 |
| No. of Clients | 443 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 443 | $155,415,160 |
| Individuals (other than high net worth individuals) | 102 | $30,352,154 |
| High net worth individuals | 47 | $121,797,521 |
| Charitable organizations | 1 | $24,122 |
| Corporations or other businesses | 4 | $3,241,363 |
More Retirement Planning firms in Higganum, Connecticut:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
| $132,541,536,421 | 294 | 573 | |
| $110,207,824,026 | 170 | 296 | |
| $107,251,821,000 | 4 | 524 |
Explore More Retirement Advisors in Higganum, Connecticut