145 Durham Road, Ste. 9
Madison, Connecticut 06443
Tel: 203-318-1177
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 127481 |
SEC# | 801-122915 |
Assets Managed by Firm | $180,350,143 |
No. of Clients | 707 |
No. of Advisors | 1 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 707 | $180,350,143 |
Individuals (other than high net worth individuals) | 259 | $62,795,562 |
High net worth individuals | 51 | $117,554,581 |
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 |
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