National Retirement Planning Experts

National Coverage
Local Professionals

CONNECTICUT WEALTH MANAGEMENT, LLC

Tel: 860-470-0290
281 Farmington Avenue
Farmington, Connecticut  06032-1911

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CONNECTICUT WEALTH MANAGEMENT, LLC

CONNECTICUT WEALTH MANAGEMENT, LLC is a Farmington, Connecticut based financial advisory firm with nearly $3,168,312,415 in assets under management and provides investment advisory services for 1388 clients. There are currently 64 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Other (ASSETS UNDER ADVISEMENT)

Fee Structure:

A percentage of AUM, Fixed fees

Firm CRD#:

154310

SEC#:

801-73061

No. of Clients:

1388

Assets under Management

$3,168,312,415

No. of Advisors:

64

More Financial Advisory Firms in Farmington, Connecticut

More Firms in Farmington, Connecticut >>