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SPURSTONE
SPURSTONE ADVISORY SERVICES, LLC
CRD 284158 · SEC 801-127573
12 SCOVIL RD, HIGGANUM, CT, 06441, United States
Phone
860-264-1111
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$192.1M
Discretionary AUM
$192.1M
Team
5 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminarsBUSINESS EXIT PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 101 | $34.2M |
| High net worth individuals | 58 | $154.1M |
| Charitable organizations | 1 | $79K |
| Corporations/business entities | 3 | $3.7M |
States served
MA, NY, TN, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD