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Home > Retirement Planners > connecticut > west hartford > CONIFER INVESTMENTS LTD
CONIFER INVESTMENTS LTD
65 Lasalle Road
Suite 402
West Hartford, Connecticut 06107
Tel: 860-761-1041
About CONIFER INVESTMENTS LTD
CONIFER INVESTMENTS LTD, formally registered with the SEC as CONIFER INVESTMENTS LTD. The firm was established in 07/21/1994. They have over 1 offices throughout the country.
CONIFER INVESTMENTS LTD is a West Hartford, Connecticut based Financial Planning firm with nearly $412,870,388 assets under management, offering retirement planning & investment advisory services to 88 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106159 |
| SEC# | 801-47009 |
| Assets Managed by Firm | $412,870,388 |
| No. of Clients | 88 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 88 | $412,870,388 |
| Individuals (other than high net worth individuals) | 16 | $281,140,159 |
| High net worth individuals | 27 | $116,942,869 |
| Charitable organizations | 3 | $14,787,360 |
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