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MARK SHEPTOFF FINANCIAL PLANNING LLC

Tel: 860-734-1090
703 Hebron Ave 3rd Floor
Glastonbury, Connecticut  06033

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MARK SHEPTOFF FINANCIAL PLANNING LLC

MARK SHEPTOFF FINANCIAL PLANNING LLC is a Glastonbury, Connecticut based financial advisory firm with nearly $405,921,864 in assets under management and provides investment advisory services for 810 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

108742

SEC#:

801-57744

No. of Clients:

810

Assets under Management

$405,921,864

No. of Advisors:

3

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