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POST ROAD GROUP LLC
1 Landmark Square
Suite 2200
Stamford, Connecticut 06901
Tel: 203-518-8460
About POST ROAD GROUP LLC
POST ROAD GROUP LLC, formally registered with the SEC as POST ROAD GROUP LLC. The firm was established in 06/19/2017. They have over 1 offices throughout the country.
POST ROAD GROUP LLC is a Stamford, Connecticut based Financial Planning firm with nearly $1,485,603,506 assets under management, offering retirement planning & investment advisory services to 39 clients. The firm is staffed with 24 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 288459 |
| SEC# | 801-110674 |
| Assets Managed by Firm | $1,485,603,506 |
| No. of Clients | 39 |
| No. of Advisors | 24 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (ADDITIONAL FEES AS DESCRIBED IN FORM ADV, PART 2A)
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 39 | $1,485,603,506 |
| High net worth individuals | 2 | $14,550,000 |
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