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EAST GUILFORD FINANCIAL SERVICES LLC
CRD 127481 · SEC 801-122915
145 DURHAM ROAD, STE. 9, MADISON, CT, 06443, United States
Phone
203-318-1177
Fax
203-318-1117
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$193.1M
Discretionary AUM
$116.3M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 248 | $65.2M |
| High net worth individuals | 53 | $127.9M |
States served
MA, NY, RI, TX, NH, CT, FL
Official SEC filing: View on IAPD