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HTG INVESTMENT ADVISORS INC
CRD 108614 · SEC 801-55553
50 LOCUST AVENUE, NEW CANAAN, CT, 06840, United States
Phone
203-972-8262
Fax
(860) 375-3536
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.11B
Discretionary AUM
$1.11B
Team
12 total employees; 11 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-04-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 129 | $52.3M |
| High net worth individuals | 248 | $1.06B |
States served
CA, CO, IL, LA, MA, NJ, NY, PA, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD