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Home > Retirement Planners > connecticut > milford > CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
2 Schooner Ln
Suite 1-12
Milford, Connecticut 06460
Tel: 203-877-1520
About CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC, formally registered with the SEC as CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC. The firm was established in 08/16/2019. They have over 1 offices throughout the country.
CONNECTICUT CAPITAL MANAGEMENT GROUP, LLC is a Milford, Connecticut based Financial Planning firm with nearly $203,718,360 assets under management, offering retirement planning & investment advisory services to 332 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305013 |
| SEC# | 801-117202 |
| Assets Managed by Firm | $203,718,360 |
| No. of Clients | 332 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 332 | $203,718,360 |
| Individuals (other than high net worth individuals) | 63 | $34,740,734 |
| High net worth individuals | 43 | $168,195,685 |
| Charitable organizations | 1 | $781,941 |
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