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Home > Retirement Planners > connecticut > wilton > COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC.
15 Old Danbury Road
Wilton, Connecticut 06897-0812
Tel: 203-563-5000
About COMMONFUND OCIO, INC.
COMMONFUND OCIO, INC, formally registered with the SEC as COMMONFUND OCIO, INC. The firm was established in 06/15/1999. They have over 3 offices throughout the country.
COMMONFUND OCIO, INC. is a Wilton, Connecticut based Financial Planning firm with nearly $20,194,305,839 assets under management, offering retirement planning & investment advisory services to 147 clients. The firm is staffed with 42 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110689 |
| SEC# | 801-56548 |
| Assets Managed by Firm | $20,194,305,839 |
| No. of Clients | 147 |
| No. of Advisors | 42 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 147 | $20,194,305,839 |
| Charitable organizations | 115 | $7,608,276,123 |
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