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HTG INVESTMENT ADVISORS INC
50 Locust Avenue
New Canaan, Connecticut 06840
Tel: 203-972-8262
About HTG INVESTMENT ADVISORS INC
HTG INVESTMENT ADVISORS INC, formally registered with the SEC as HTG INVESTMENT ADVISORS INC. The firm was established in 05/14/1998. They have over 1 offices throughout the country.
HTG INVESTMENT ADVISORS INC is a New Canaan, Connecticut based Financial Planning firm with nearly $968,660,508 assets under management, offering retirement planning & investment advisory services to 1411 clients. The firm is staffed with 14 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 108614 |
| SEC# | 801-55553 |
| Assets Managed by Firm | $968,660,508 |
| No. of Clients | 1411 |
| No. of Advisors | 14 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1411 | $968,660,508 |
| Individuals (other than high net worth individuals) | 138 | $53,884,609 |
| High net worth individuals | 237 | $911,098,192 |
| Pension and profit sharing plans | Fewer than 5 clients | $3,677,707 |
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