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BUELL INVESTMENT ADVISORS
BUELL INVESTMENT ADVISORS LLC
CRD 173423
200 GLASTONBURY BLVD 1ST FL, GLASTONBURY, CT, 06033, United States
Phone
8606571700
Fax
8606571721
Registration
— (—)
Source
State registered
Total AUM
$35.2M
Discretionary AUM
$1.1M
Team
4 total employees; 4 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2024-07-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 20 | $3.8M |
| High net worth individuals | 86 | $31.3M |
Official SEC filing: View on IAPD