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Home > Retirement Planners > connecticut > ridgefield > COLCHESTER INVESTMENT COUNSEL LLC
COLCHESTER INVESTMENT COUNSEL LLC
440 Main Street
Suite R
Ridgefield, Connecticut 06877
Tel: 203.438.0046
About COLCHESTER INVESTMENT COUNSEL LLC
COLCHESTER INVESTMENT COUNSEL LLC, formally registered with the SEC as COLCHESTER INVESTMENT COUNSEL LLC. The firm was established in 04/21/2022. They have over 1 offices throughout the country.
COLCHESTER INVESTMENT COUNSEL LLC is a Ridgefield, Connecticut based Financial Planning firm with nearly $107,591,808 assets under management, offering retirement planning & investment advisory services to 124 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 126805 |
| SEC# | 801-124703 |
| Assets Managed by Firm | $107,591,808 |
| No. of Clients | 124 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 124 | $107,591,808 |
| Individuals (other than high net worth individuals) | 11 | $3,768,813 |
| High net worth individuals | 39 | $102,955,861 |
| Charitable organizations | 1 | $867,134 |
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|---|---|---|---|
| $172,101,281,944 | 15 | 2872 | |
| $171,751,270,410 | 133 | 1196 | |
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| $107,251,821,000 | 4 | 524 |
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