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THE INVESTMENT CONNECTION LLC
CRD 171533
991 ROUTE 22 WEST, SUITE 200, BRIDGEWATER, NJ, 08807, United States
Phone
908-595-2220
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$108.8M
Discretionary AUM
$86.2M
Team
2 total employees; 2 advisory reps; 14 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 86 | $28.0M |
| High net worth individuals | 46 | $80.8M |
All web addresses on file
Official SEC filing: View on IAPD