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EAST GUILFORD FINANCIAL SERVICES LLC

145 Durham Road, Ste. 9
Madison, Connecticut 06443
Tel: 203-318-1177

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About EAST GUILFORD FINANCIAL SERVICES LLC

EAST GUILFORD FINANCIAL SERVICES LLC, formally registered with the SEC as EAST GUILFORD FINANCIAL SERVICES LLC. The firm was established in 12/21/2021. They have over 1 offices throughout the country.

EAST GUILFORD FINANCIAL SERVICES LLC is a Madison, Connecticut based Financial Planning firm with nearly $180,350,143 assets under management, offering retirement planning & investment advisory services to 707 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127481
SEC#801-122915
Assets Managed by Firm$180,350,143
No. of Clients707
No. of Advisors1

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total707$180,350,143
Individuals (other than high net worth individuals)259$62,795,562
High net worth individuals51$117,554,581

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