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SOMNIO FINANCIAL GROUP, LLC

CRD 174217 · SEC 801-129727

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140 GLASTONBURY BLVD, SUITE 450, GLASTONBURY, CT, 06033, United States

Phone

860-430-5500

Fax

860-430-5504

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$168.3M

Discretionary AUM

$168.3M

Team

4 total employees; 2 advisory reps; 5 broker-dealer reps

Clients

101-250

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-17

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals32$19.5M
High net worth individuals71$148.8M

States served

CT, FL

All web addresses on file

Official SEC filing: View on IAPD