← Back to search
GLASTONBURY CPA'S FINANCIAL ADVISORS, LLC
CRD 127288
655 WINDING BROOK DR; 2ND FL, GLASTONBURY, CT, 06033, United States
Phone
860-659-0357
Fax
860-657-9516
Registration
— (—)
Source
State registered
Total AUM
$32.3M
Discretionary AUM
$32.3M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2025-11-21
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $32.3M |
Official SEC filing: View on IAPD