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

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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