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WORRELL ADVISORY SERVICES
WORRELL ADVISORY SERVICES, LLC
CRD 285888
202 S. MONTOWESE STREET, SUITE 4, BRANFORD, CT, 06405, United States
Phone
203-315-1059
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$6.3M
Discretionary AUM
$6.3M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 49 | $6.3M |
All web addresses on file
Official SEC filing: View on IAPD